+52.2%
HL vs KR
+4,483.4%
-4,431.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.4% |
| 7D | -4.4% | -0.2% | -4.2% | -4.3% |
| 30D | +9.3% | +5.1% | +4.3% | +8.8% |
| 3M | +32.0% | -8.2% | +40.1% | +32.7% |
| 6M | -6.4% | -18.0% | +11.6% | -5.2% |
| YTD | +3.1% | -4.8% | +7.9% | +2.9% |
| 1Y | +77.6% | -11.0% | +88.6% | +78.3% |
| 3Y | +392.8% | +37.7% | +355.2% | +372.8% |
| 5Y | +234.1% | +52.8% | +181.3% | +216.7% |
| 10Y | +264.5% | +128.8% | +135.7% | +227.1% |
| All | +52.2% | +4,483.4% | -4,431.2% | +16.2% |
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 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