+1,163.5%
C vs KR
+4,491.2%
-3,327.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.6% | +1.5% | +2.1% | +3.2% |
| 30D | +0.1% | +4.1% | -4.0% | -1.1% |
| 3M | +2.4% | -5.2% | +7.6% | +3.4% |
| 6M | +24.9% | -12.8% | +37.7% | +28.3% |
| YTD | +19.8% | -4.6% | +24.4% | +19.2% |
| 1Y | +44.9% | -11.7% | +56.5% | +47.0% |
| 3Y | +263.0% | +36.3% | +226.7% | +214.5% |
| 5Y | +129.5% | +40.0% | +89.5% | +91.0% |
| 10Y | +291.6% | +122.2% | +169.4% | +157.5% |
| All | +1,163.5% | +4,491.2% | -3,327.7% | +245.2% |
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