-12.4%
KAZR vs SPY
+18.1%
-30.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -8.2% |
| 7D | +3.8% | -0.8% | +4.6% | +4.9% |
| 30D | -1.4% | -1.1% | -0.3% | 0.0% |
| 3M | -28.0% | +3.9% | -31.8% | -32.1% |
| 6M | -25.3% | +13.6% | -38.9% | -38.8% |
| YTD | -25.5% | +12.7% | -38.2% | -38.3% |
| 1Y | -12.4% | +17.5% | -29.9% | -41.5% |
| All | -12.4% | +18.1% | -30.5% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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