+85.9%
EEM vs KR
+33.5%
+52.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.5% | +1.7% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | +2.1% | +5.1% | -3.0% | +2.9% |
| 3M | +1.0% | -8.2% | +9.2% | +0.2% |
| 6M | +15.9% | -18.0% | +33.9% | +13.9% |
| YTD | +24.6% | -4.8% | +29.4% | +23.6% |
| 1Y | +32.3% | -11.0% | +43.3% | +30.8% |
| 3Y | +85.9% | +37.7% | +48.3% | +83.0% |
| All | +85.9% | +33.5% | +52.4% | +83.0% |
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