+9.1%
KIDS vs SPY
+21.3%
-12.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -2.0% | -1.8% |
| 7D | -3.1% | +0.3% | -3.4% | -3.4% |
| 30D | +8.2% | +0.2% | +8.0% | +7.9% |
| 3M | +33.5% | +2.8% | +30.7% | +30.2% |
| 6M | +21.0% | +14.3% | +6.7% | +3.1% |
| YTD | +27.2% | +14.0% | +13.2% | +8.3% |
| All | +9.1% | +21.3% | -12.2% | -21.4% |
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