+360.5%
BE vs KR
-12.5%
+373.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.5% |
| 7D | +20.0% | +1.5% | +18.5% | +22.0% |
| 30D | +7.9% | +4.1% | +3.8% | +13.4% |
| 3M | -13.2% | -5.2% | -8.0% | -13.2% |
| 6M | +53.5% | -12.8% | +66.2% | +43.6% |
| YTD | +191.0% | -4.6% | +195.6% | +201.2% |
| 1Y | +360.5% | -11.7% | +372.2% | +351.4% |
| All | +360.5% | -12.5% | +373.0% | +351.4% |
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