+37.7%
KR vs ACWI
+67.7%
-30.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -1.3% | +1.1% | -2.3% | -1.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.5% |
| 3M | -8.5% | +4.7% | -13.2% | -8.8% |
| 6M | -21.9% | +14.5% | -36.3% | -22.8% |
| YTD | -6.9% | +14.6% | -21.5% | -8.1% |
| 1Y | -14.0% | +21.4% | -35.4% | -16.0% |
| 3Y | +30.3% | +77.6% | -47.3% | +15.2% |
| 5Y | +37.7% | +68.1% | -30.4% | +15.3% |
| All | +37.7% | +67.7% | -30.0% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling