+9.2%
KR vs ALK
-7.4%
+16.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.3% | +0.2% |
| 7D | +0.5% | +0.9% | -0.4% | +0.6% |
| 30D | +14.9% | +3.3% | +11.7% | +15.0% |
| 3M | +25.4% | -17.6% | +42.9% | +22.5% |
| 6M | +9.3% | +0.8% | +8.5% | +11.0% |
| YTD | +13.7% | -22.4% | +36.0% | +13.6% |
| 1Y | +9.2% | -10.1% | +19.2% | +11.6% |
| All | +9.2% | -7.4% | +16.5% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling