+70.1%
CB vs KR
+37.0%
+33.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | -1.0% |
| 7D | -0.6% | -1.3% | +0.7% | -0.4% |
| 30D | -3.9% | +1.5% | -5.4% | -4.2% |
| 3M | +4.9% | -8.5% | +13.4% | +6.3% |
| 6M | +3.3% | -21.9% | +25.1% | +7.0% |
| YTD | +8.5% | -6.9% | +15.4% | +9.2% |
| 1Y | +22.1% | -14.0% | +36.0% | +24.2% |
| 3Y | +70.1% | +30.3% | +39.8% | +67.4% |
| All | +70.1% | +37.0% | +33.1% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling