+35.6%
EWZ vs KR
-12.5%
+48.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +6.5% | +1.5% | +5.0% | +6.7% |
| 30D | +4.8% | +4.1% | +0.8% | +5.4% |
| 3M | +9.9% | -5.2% | +15.1% | +9.2% |
| 6M | +1.9% | -12.8% | +14.7% | -0.9% |
| YTD | +20.3% | -4.6% | +24.9% | +17.4% |
| 1Y | +35.6% | -11.7% | +47.3% | +34.1% |
| All | +35.6% | -12.5% | +48.1% | +34.1% |
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