+506.7%
FIX vs KR
+65.7%
+441.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.5% | +9.0% | +9.6% |
| 7D | -7.2% | -0.5% | -6.7% | -7.0% |
| 30D | -35.1% | +10.3% | -45.4% | -31.4% |
| 3M | -34.3% | +20.7% | -55.0% | -27.4% |
| 6M | -42.9% | +4.9% | -47.8% | -39.5% |
| YTD | +19.5% | +10.7% | +8.7% | +29.4% |
| 1Y | +16.8% | +7.2% | +9.6% | +25.8% |
| 3Y | +506.7% | +65.7% | +441.0% | +508.2% |
| All | +506.7% | +65.7% | +441.0% | +508.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling