+177.9%
KO vs KR
+123.5%
+54.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.8% |
| 30D | +1.6% | +1.9% | -0.4% | +1.3% |
| 3M | +5.8% | -11.0% | +16.8% | +7.2% |
| 6M | +14.3% | -20.2% | +34.5% | +17.4% |
| YTD | +27.3% | -7.3% | +34.6% | +28.1% |
| 1Y | +33.2% | -13.1% | +46.3% | +35.0% |
| 3Y | +64.5% | +29.7% | +34.7% | +58.5% |
| 5Y | +83.1% | +48.8% | +34.4% | +73.5% |
| All | +177.9% | +123.5% | +54.4% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling