-55.8%
FIG vs KR
-12.5%
-43.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.3% |
| 7D | -16.3% | +1.5% | -17.8% | -16.1% |
| 30D | -14.3% | +4.1% | -18.4% | -13.8% |
| 3M | +7.2% | -5.2% | +12.4% | +4.5% |
| 6M | -18.6% | -12.8% | -5.8% | -21.8% |
| YTD | -35.5% | -4.6% | -30.8% | -35.7% |
| 1Y | -55.8% | -11.7% | -44.1% | -58.2% |
| All | -55.8% | -12.5% | -43.3% | -58.2% |
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 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