+18.1%
KBA vs SPY
+20.8%
-2.7%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | -4.7% | +2.0% | -6.7% | -6.3% |
| 6M | +8.4% | +13.0% | -4.6% | -1.4% |
| YTD | +6.1% | +13.5% | -7.5% | -3.9% |
| 1Y | +18.1% | +20.0% | -1.8% | +4.1% |
| All | +18.1% | +20.8% | -2.7% | +4.1% |
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