+4,224.1%
KO vs KR
+4,362.7%
-138.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.6% |
| 30D | +1.6% | +1.9% | -0.4% | +1.2% |
| 3M | +5.8% | -11.0% | +16.8% | +7.8% |
| 6M | +14.3% | -20.2% | +34.5% | +18.7% |
| YTD | +27.3% | -7.3% | +34.6% | +28.5% |
| 1Y | +33.2% | -13.1% | +46.3% | +35.8% |
| 3Y | +64.5% | +29.7% | +34.7% | +54.9% |
| 5Y | +83.1% | +48.8% | +34.4% | +66.4% |
| 10Y | +183.9% | +122.8% | +61.1% | +129.5% |
| All | +4,224.1% | +4,362.7% | -138.6% | +1,630.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling