+237.0%
HOOD vs KR
+59.1%
+177.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.5% | -4.2% |
| 7D | +13.4% | -1.3% | +14.6% | +13.2% |
| 30D | +25.8% | +1.5% | +24.3% | +26.0% |
| 3M | +38.0% | -8.5% | +46.5% | +36.8% |
| 6M | +52.2% | -21.9% | +74.1% | +49.3% |
| YTD | +3.7% | -6.9% | +10.6% | +2.7% |
| 1Y | +0.1% | -14.0% | +14.0% | -1.1% |
| 3Y | +992.6% | +30.3% | +962.3% | +959.4% |
| 5Y | +193.0% | +37.7% | +155.3% | +180.8% |
| All | +237.0% | +59.1% | +177.9% | +251.3% |
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