+615.0%
F vs KR
+4,491.2%
-3,876.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | +5.3% | +1.5% | +3.8% | +5.0% |
| 30D | +4.6% | +4.1% | +0.5% | +3.7% |
| 3M | -3.7% | -5.2% | +1.6% | -2.9% |
| 6M | +16.8% | -12.8% | +29.6% | +19.3% |
| YTD | +15.3% | -4.6% | +19.9% | +15.2% |
| 1Y | +31.0% | -11.7% | +42.7% | +32.7% |
| 3Y | +45.4% | +36.3% | +9.2% | +32.0% |
| 5Y | +54.7% | +40.0% | +14.7% | +37.4% |
| 10Y | +98.2% | +122.2% | -24.0% | +48.9% |
| All | +615.0% | +4,491.2% | -3,876.2% | +165.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling