-66.4%
HUBS vs KR
+52.3%
-118.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.8% |
| 7D | -9.0% | -0.2% | -8.8% | -9.0% |
| 30D | +7.2% | +5.1% | +2.2% | +7.3% |
| 3M | +20.9% | -8.2% | +29.0% | +20.1% |
| 6M | -13.0% | -18.0% | +5.0% | -14.1% |
| YTD | -43.8% | -4.8% | -39.1% | -43.7% |
| 1Y | -54.6% | -11.0% | -43.6% | -54.8% |
| 3Y | -58.5% | +37.7% | -96.1% | -58.7% |
| All | -66.4% | +52.3% | -118.7% | -67.0% |
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