+1,480.5%
BA vs KR
+5,345.4%
-3,864.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -1.4% | +0.8% | -2.1% | -1.5% |
| 30D | -7.9% | +11.1% | -19.0% | -9.7% |
| 3M | -25.2% | +24.4% | -49.6% | -28.2% |
| 6M | -26.7% | +8.5% | -35.3% | -28.2% |
| YTD | -19.6% | +13.1% | -32.7% | -22.1% |
| 1Y | -10.6% | +9.3% | -19.9% | -12.8% |
| 3Y | -11.2% | +69.3% | -80.5% | -21.4% |
| 5Y | -20.4% | +83.2% | -103.7% | -31.8% |
| 10Y | +26.8% | +154.6% | -127.8% | -3.9% |
| All | +1,480.5% | +5,345.4% | -3,864.9% | +467.8% |
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