+358.7%
ALAB vs KR
+6.4%
+352.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -4.7% |
| 7D | +0.6% | -2.7% | +3.3% | -1.4% |
| 30D | -8.8% | +1.9% | -10.7% | -7.3% |
| 3M | -14.0% | -11.0% | -3.0% | -17.9% |
| 6M | +144.3% | -20.2% | +164.5% | +121.8% |
| YTD | +71.0% | -7.3% | +78.3% | +70.4% |
| 1Y | +23.5% | -13.1% | +36.6% | +19.9% |
| All | +358.7% | +6.4% | +352.3% | +344.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling