+102.1%
KIDS vs SPY
+14.6%
+87.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +5.4% |
| 7D | +8.8% | -0.7% | +9.5% | +9.3% |
| 30D | +46.4% | -1.0% | +47.4% | +47.4% |
| 3M | +60.5% | -0.3% | +60.8% | +60.9% |
| 6M | +112.4% | +7.3% | +105.0% | +97.9% |
| YTD | +88.7% | +13.3% | +75.4% | +64.8% |
| 1Y | +102.1% | +14.8% | +87.3% | +75.2% |
| All | +102.1% | +14.6% | +87.5% | +75.2% |
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