+195.6%
EQT vs KR
+48.3%
+147.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -1.2% | -2.7% | +1.5% | -0.6% |
| 30D | +1.1% | +1.9% | -0.9% | +0.6% |
| 3M | +4.8% | -11.0% | +15.8% | +7.2% |
| 6M | -10.6% | -20.2% | +9.6% | -6.5% |
| YTD | +3.4% | -7.3% | +10.7% | +4.5% |
| 1Y | +8.7% | -13.1% | +21.8% | +11.2% |
| 3Y | +35.0% | +29.7% | +5.2% | +21.4% |
| All | +195.6% | +48.3% | +147.3% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling