+1,264.4%
BE vs KR
+52.3%
+1,212.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.7% | +4.0% | +7.6% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | +16.3% | +5.1% | +11.2% | +18.3% |
| 3M | +10.8% | -8.2% | +19.0% | +10.2% |
| 6M | +73.2% | -18.0% | +91.2% | +68.9% |
| YTD | +217.4% | -4.8% | +222.1% | +218.8% |
| 1Y | +309.8% | -11.0% | +320.8% | +309.2% |
| 3Y | +1,726.2% | +37.7% | +1,688.5% | +1,694.0% |
| All | +1,264.4% | +52.3% | +1,212.1% | +1,277.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling