+113.6%
C vs KR
+85.1%
+28.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | 0.0% |
| 7D | +4.2% | +4.6% | -0.4% | +4.2% |
| 30D | +2.0% | +12.2% | -10.2% | +2.1% |
| 3M | -10.1% | +24.6% | -34.7% | -9.8% |
| 6M | +1.0% | +8.2% | -7.2% | +1.2% |
| YTD | +8.5% | +15.3% | -6.8% | +8.0% |
| 1Y | +25.7% | +9.8% | +16.0% | +25.5% |
| 3Y | +216.0% | +71.4% | +144.6% | +196.3% |
| All | +113.6% | +85.1% | +28.6% | +96.0% |
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