+92.8%
KFRC vs SPY
+12.1%
+80.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +3.1% | +2.6% | +0.5% | +3.4% |
| 30D | +8.9% | -2.0% | +10.8% | +8.7% |
| 3M | -6.9% | -2.8% | -4.1% | -7.2% |
| 6M | +44.0% | +2.1% | +41.8% | +45.9% |
| YTD | +86.2% | +11.5% | +74.7% | +89.9% |
| 1Y | +92.8% | +13.5% | +79.4% | +95.5% |
| All | +92.8% | +12.1% | +80.8% | +95.5% |
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