+1,007.4%
KR vs AGI
+5,269.5%
-4,262.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +0.9% |
| 7D | -2.7% | -5.3% | +2.6% | -2.6% |
| 30D | +1.9% | +6.8% | -4.8% | +1.9% |
| 3M | -11.0% | +8.3% | -19.4% | -11.1% |
| 6M | -20.2% | -29.2% | +9.0% | -20.0% |
| YTD | -7.3% | -7.3% | 0.0% | -7.4% |
| 1Y | -13.1% | +8.0% | -21.1% | -13.3% |
| 3Y | +29.7% | +206.6% | -176.8% | +28.1% |
| 5Y | +48.8% | +398.1% | -349.4% | +46.2% |
| 10Y | +122.8% | +384.0% | -261.2% | +118.9% |
| All | +1,007.4% | +5,269.5% | -4,262.1% | +1,025.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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