+5.4%
B vs KR
+10.4%
-5.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.3% |
| 7D | -7.3% | +4.6% | -11.9% | -6.3% |
| 30D | -3.3% | +12.2% | -15.6% | -0.2% |
| 3M | -7.8% | +24.6% | -32.3% | -1.9% |
| 6M | -15.5% | +8.2% | -23.7% | -13.3% |
| YTD | -12.3% | +15.3% | -27.5% | -10.5% |
| 1Y | +5.4% | +9.8% | -4.4% | +7.4% |
| All | +5.4% | +10.4% | -5.0% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling