+7,212.2%
CB vs KR
+4,045.9%
+3,166.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +0.7% | +2.7% | -2.0% | +0.1% |
| 30D | +8.2% | +11.3% | -3.1% | +5.4% |
| 3M | +6.3% | +22.3% | -16.0% | +1.1% |
| 6M | +16.2% | +5.8% | +10.4% | +14.2% |
| YTD | +19.3% | +11.7% | +7.6% | +15.3% |
| 1Y | +29.2% | +8.9% | +20.4% | +25.5% |
| 3Y | +71.4% | +67.1% | +4.3% | +48.1% |
| 5Y | +104.2% | +80.0% | +24.2% | +70.1% |
| 10Y | +246.7% | +156.3% | +90.4% | +146.2% |
| All | +7,212.2% | +4,045.9% | +3,166.3% | +2,949.2% |
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