-100.0%
KIDZ vs SPY
+19.4%
-119.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.3% |
| 7D | -8.9% | +0.5% | -9.4% | -10.4% |
| 30D | -38.5% | -0.9% | -37.6% | -36.4% |
| 3M | -89.9% | +3.9% | -93.8% | -90.8% |
| 6M | -99.3% | +14.5% | -113.8% | -99.6% |
| YTD | -99.7% | +12.9% | -112.6% | -99.8% |
| 1Y | -100.0% | +19.4% | -119.3% | -100.0% |
| All | -100.0% | +19.4% | -119.4% | -100.0% |
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