+175.3%
HOOD vs KR
+41.9%
+133.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.6% |
| 7D | -9.1% | -2.7% | -6.5% | -9.4% |
| 30D | +20.1% | +1.9% | +18.1% | +20.3% |
| 3M | +31.2% | -11.0% | +42.3% | +29.7% |
| 6M | +44.3% | -20.2% | +64.5% | +41.7% |
| YTD | +0.2% | -7.3% | +7.5% | -0.9% |
| 1Y | -3.5% | -13.1% | +9.6% | -4.7% |
| 3Y | +955.2% | +29.7% | +925.5% | +918.3% |
| 5Y | +175.3% | +48.8% | +126.5% | +159.8% |
| All | +175.3% | +41.9% | +133.3% | +159.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling