+133.4%
KR vs ALL
+365.1%
-231.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.5% |
| 7D | -0.2% | -2.3% | +2.1% | +0.3% |
| 30D | +5.1% | -0.4% | +5.5% | +5.2% |
| 3M | -8.2% | +16.0% | -24.2% | -11.1% |
| 6M | -18.0% | +24.6% | -42.6% | -21.8% |
| YTD | -4.8% | +23.7% | -28.4% | -9.2% |
| 1Y | -11.0% | +27.7% | -38.8% | -15.8% |
| 3Y | +37.7% | +150.2% | -112.6% | +12.1% |
| 5Y | +52.8% | +117.1% | -64.3% | +26.4% |
| All | +133.4% | +365.1% | -231.7% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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