-58.5%
HUBS vs KR
+33.5%
-91.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +1.0% |
| 7D | -9.0% | -0.2% | -8.8% | -9.0% |
| 30D | +7.2% | +5.1% | +2.2% | +7.5% |
| 3M | +20.9% | -8.2% | +29.0% | +18.9% |
| 6M | -13.0% | -18.0% | +5.0% | -15.9% |
| YTD | -43.8% | -4.8% | -39.1% | -43.5% |
| 1Y | -54.6% | -11.0% | -43.6% | -55.0% |
| 3Y | -58.5% | +37.7% | -96.1% | -56.3% |
| All | -58.5% | +33.5% | -91.9% | -56.3% |
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 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