+8.1%
IYR vs KR
-12.5%
+20.6%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.7% |
| 7D | -1.2% | +1.5% | -2.8% | -1.4% |
| 30D | -2.9% | +4.1% | -6.9% | -3.3% |
| 3M | +0.8% | -5.2% | +6.1% | +1.2% |
| 6M | +1.9% | -12.8% | +14.6% | +2.3% |
| YTD | +9.6% | -4.6% | +14.2% | +8.2% |
| 1Y | +8.1% | -11.7% | +19.8% | +8.1% |
| All | +8.1% | -12.5% | +20.6% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling