+1,623.2%
ACN vs KR
+555.9%
+1,067.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.6% |
| 7D | -4.8% | -1.3% | -3.5% | -4.5% |
| 30D | +1.9% | +1.5% | +0.4% | +1.5% |
| 3M | +3.9% | -8.5% | +12.4% | +6.4% |
| 6M | -15.0% | -21.9% | +6.9% | -10.0% |
| YTD | -31.9% | -6.9% | -25.0% | -30.9% |
| 1Y | -28.5% | -14.0% | -14.5% | -26.2% |
| 3Y | -41.9% | +30.3% | -72.2% | -46.7% |
| 5Y | -42.9% | +37.7% | -80.6% | -49.4% |
| 10Y | +88.7% | +125.2% | -36.4% | +36.6% |
| All | +1,623.2% | +555.9% | +1,067.3% | +709.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling