+557.7%
KR vs ACWI
+356.8%
+200.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +1.5% | +0.5% | +1.0% | +1.3% |
| 30D | +4.1% | +0.9% | +3.2% | +3.7% |
| 3M | -5.2% | +2.4% | -7.6% | -6.3% |
| 6M | -12.8% | +12.4% | -25.2% | -17.1% |
| YTD | -4.6% | +15.2% | -19.8% | -10.3% |
| 1Y | -11.7% | +22.7% | -34.4% | -19.2% |
| 3Y | +36.3% | +75.8% | -39.5% | +6.1% |
| 5Y | +40.0% | +67.7% | -27.7% | +9.9% |
| 10Y | +122.2% | +229.0% | -106.8% | +24.1% |
| All | +557.7% | +356.8% | +200.9% | +202.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling