-89.7%
CDE vs KR
+4,483.4%
-4,573.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.5% | +1.0% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | +9.5% | +5.1% | +4.4% | +9.0% |
| 3M | +25.5% | -8.2% | +33.6% | +26.1% |
| 6M | -7.9% | -18.0% | +10.1% | -6.8% |
| YTD | +15.6% | -4.8% | +20.3% | +15.2% |
| 1Y | +34.0% | -11.0% | +45.1% | +34.5% |
| 3Y | +791.9% | +37.7% | +754.2% | +755.8% |
| 5Y | +197.7% | +52.8% | +145.0% | +182.5% |
| 10Y | +55.0% | +128.8% | -73.8% | +39.4% |
| All | -89.7% | +4,483.4% | -4,573.1% | -91.8% |
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