+10.6%
KR vs A
+24.4%
-13.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +3.4% |
| 7D | +6.1% | -2.4% | +8.4% | +5.8% |
| 30D | +17.3% | +3.6% | +13.7% | +17.9% |
| 3M | +20.2% | +27.5% | -7.3% | +24.6% |
| 6M | +3.3% | +58.5% | -55.1% | +12.1% |
| YTD | +12.3% | +31.2% | -18.9% | +17.5% |
| 1Y | +10.6% | +22.2% | -11.6% | +15.4% |
| All | +10.6% | +24.4% | -13.8% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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