+223.3%
HOOD vs KR
+62.6%
+160.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -0.4% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | +18.6% | +5.1% | +13.6% | +19.3% |
| 3M | +22.1% | -8.2% | +30.2% | +21.1% |
| 6M | +43.1% | -18.0% | +61.0% | +40.9% |
| YTD | -0.5% | -4.8% | +4.3% | -1.2% |
| 1Y | -4.4% | -11.0% | +6.6% | -5.2% |
| 3Y | +938.5% | +37.7% | +900.8% | +909.8% |
| 5Y | +173.4% | +52.8% | +120.6% | +165.7% |
| All | +223.3% | +62.6% | +160.7% | +237.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling