+53,005.7%
DHR vs KR
+4,362.7%
+48,642.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.3% |
| 7D | -5.0% | -2.7% | -2.3% | -4.5% |
| 30D | -3.3% | +1.9% | -5.3% | -3.7% |
| 3M | +9.4% | -11.0% | +20.5% | +11.7% |
| 6M | +3.2% | -20.2% | +23.4% | +7.2% |
| YTD | -12.0% | -7.3% | -4.8% | -11.5% |
| 1Y | +4.9% | -13.1% | +18.0% | +6.6% |
| 3Y | -7.4% | +29.7% | -37.1% | -14.4% |
| 5Y | -29.8% | +48.8% | -78.5% | -38.0% |
| 10Y | +209.1% | +122.8% | +86.3% | +136.3% |
| All | +53,005.7% | +4,362.7% | +48,642.9% | +18,480.6% |
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