-67.5%
KIDS vs SPY
+81.8%
-149.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -3.4% | +0.5% | -3.9% | -4.0% |
| 30D | -2.4% | -0.9% | -1.5% | -1.4% |
| 3M | +21.9% | +3.9% | +18.0% | +15.9% |
| 6M | +23.1% | +14.5% | +8.6% | +3.8% |
| YTD | +25.1% | +12.9% | +12.2% | +7.2% |
| 1Y | +6.3% | +19.4% | -13.1% | -14.9% |
| 3Y | -34.3% | +78.5% | -112.8% | -68.5% |
| 5Y | -67.5% | +81.8% | -149.3% | -84.3% |
| All | -67.5% | +81.8% | -149.3% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling