+1,003.0%
BE vs KR
+149.0%
+854.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.7% | +4.0% | +6.9% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | +16.3% | +5.1% | +11.2% | +16.8% |
| 3M | +10.8% | -8.2% | +19.0% | +10.9% |
| 6M | +73.2% | -18.0% | +91.2% | +73.3% |
| YTD | +217.4% | -4.8% | +222.1% | +216.2% |
| 1Y | +309.8% | -11.0% | +320.8% | +309.0% |
| 3Y | +1,726.2% | +37.7% | +1,688.5% | +1,585.1% |
| 5Y | +1,306.2% | +52.8% | +1,253.4% | +1,147.0% |
| All | +1,003.0% | +149.0% | +854.0% | +666.9% |
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