+4.1%
FAST vs KR
-14.9%
+19.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +1.8% | -3.1% | +4.9% | +1.9% |
| 30D | -6.4% | +0.6% | -7.1% | -6.5% |
| 3M | +5.3% | -9.8% | +15.1% | +5.7% |
| 6M | +5.4% | -22.1% | +27.5% | +6.1% |
| YTD | +23.6% | -8.1% | +31.7% | +21.4% |
| 1Y | +4.1% | -14.7% | +18.7% | +3.0% |
| All | +4.1% | -14.9% | +19.0% | +3.0% |
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