+310.3%
IVV vs KR
+159.1%
+151.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | +2.6% | +4.6% | -2.0% | +2.2% |
| 30D | -2.0% | +12.2% | -14.2% | -3.0% |
| 3M | -2.8% | +24.6% | -27.3% | -4.7% |
| 6M | +2.2% | +8.2% | -6.0% | +1.3% |
| YTD | +11.5% | +15.3% | -3.7% | +9.5% |
| 1Y | +13.5% | +9.8% | +3.7% | +12.0% |
| 3Y | +78.1% | +71.4% | +6.7% | +64.5% |
| 5Y | +73.1% | +85.1% | -11.9% | +57.3% |
| All | +310.3% | +159.1% | +151.2% | +244.6% |
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