+32.8%
EWZ vs KR
-13.3%
+46.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -0.6% |
| 7D | +0.9% | -0.2% | +1.0% | +0.9% |
| 30D | +12.8% | +5.1% | +7.7% | +13.5% |
| 3M | +10.8% | -8.2% | +18.9% | +9.3% |
| 6M | +2.5% | -18.0% | +20.5% | -0.8% |
| YTD | +21.4% | -4.8% | +26.1% | +18.4% |
| 1Y | +32.8% | -11.0% | +43.8% | +29.7% |
| All | +32.8% | -13.3% | +46.1% | +29.7% |
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