-36.5%
KIDS vs SPY
+80.4%
-116.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -5.2% | +0.1% | -5.4% | -5.4% |
| 30D | +0.4% | +0.1% | +0.4% | +0.3% |
| 3M | +23.8% | +2.0% | +21.8% | +20.6% |
| 6M | +21.3% | +13.0% | +8.3% | +4.9% |
| YTD | +26.2% | +13.5% | +12.6% | +8.5% |
| 1Y | +8.2% | +20.0% | -11.8% | -12.6% |
| All | -36.5% | +80.4% | -116.9% | -74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling