+151.0%
KR vs ACWI
+224.5%
-73.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +4.6% | +2.4% | +2.1% | +4.1% |
| 30D | +12.2% | -1.7% | +13.9% | +12.5% |
| 3M | +24.6% | -3.9% | +28.5% | +25.4% |
| 6M | +8.2% | +0.8% | +7.4% | +7.7% |
| YTD | +15.3% | +11.0% | +4.2% | +12.0% |
| 1Y | +9.8% | +13.1% | -3.3% | +6.2% |
| 3Y | +71.4% | +73.9% | -2.5% | +45.4% |
| 5Y | +85.1% | +59.0% | +26.0% | +59.5% |
| All | +151.0% | +224.5% | -73.5% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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