-74.5%
KAZR vs SPY
+27.1%
-101.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -7.1% |
| 7D | +3.8% | -0.8% | +4.6% | +4.1% |
| 30D | -1.4% | -1.1% | -0.3% | -1.0% |
| 3M | -28.0% | +3.9% | -31.8% | -28.8% |
| 6M | -25.3% | +13.6% | -38.9% | -27.5% |
| YTD | -25.5% | +12.7% | -38.2% | -27.6% |
| 1Y | -12.4% | +17.5% | -29.9% | -14.4% |
| All | -74.5% | +27.1% | -101.6% | -78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling