-8.8%
EQT vs KR
+11.3%
-20.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.7% |
| 7D | -7.2% | +5.3% | -12.5% | -7.7% |
| 30D | -3.5% | +18.9% | -22.4% | -5.7% |
| 3M | -1.2% | +23.3% | -24.5% | -4.1% |
| 6M | -13.3% | +5.0% | -18.3% | -12.7% |
| YTD | -4.7% | +13.0% | -17.8% | -6.0% |
| 1Y | -8.8% | +12.4% | -21.2% | -9.8% |
| All | -8.8% | +11.3% | -20.1% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling