+104.7%
KR vs ACI
+21.2%
+83.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.2% | -0.5% | +1.3% |
| 7D | -0.2% | -3.7% | +3.6% | +1.5% |
| 30D | +5.1% | +0.6% | +4.5% | +4.8% |
| 3M | -8.2% | -20.3% | +12.2% | 0.0% |
| 6M | -18.0% | -24.7% | +6.7% | -8.5% |
| YTD | -4.8% | -27.2% | +22.4% | +7.8% |
| 1Y | -11.0% | -32.7% | +21.7% | +3.9% |
| 3Y | +37.7% | -43.9% | +81.6% | +72.1% |
| 5Y | +52.8% | -38.9% | +91.6% | +81.4% |
| All | +104.7% | +21.2% | +83.6% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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