+23.4%
BA vs KR
+155.5%
-132.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.7% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | -8.0% | +14.9% | -22.9% | -8.5% |
| 3M | -25.8% | +25.4% | -51.2% | -26.4% |
| 6M | -27.6% | +9.3% | -36.9% | -27.9% |
| YTD | -21.0% | +13.7% | -34.6% | -21.5% |
| 1Y | -12.3% | +9.2% | -21.4% | -12.7% |
| 3Y | -12.8% | +70.1% | -82.8% | -15.3% |
| 5Y | -22.4% | +82.5% | -104.8% | -25.1% |
| All | +23.4% | +155.5% | -132.2% | +14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling