+84.1%
KR vs ALL
+161.6%
-77.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +1.3% |
| 7D | +4.6% | +5.0% | -0.5% | +3.1% |
| 30D | +12.2% | +13.3% | -1.1% | +8.5% |
| 3M | +24.6% | +3.2% | +21.4% | +23.4% |
| 6M | +8.2% | +25.3% | -17.2% | +2.1% |
| YTD | +15.3% | +30.5% | -15.2% | +7.5% |
| 1Y | +9.8% | +29.2% | -19.4% | +2.6% |
| 3Y | +71.4% | +119.1% | -47.8% | +38.1% |
| All | +84.1% | +161.6% | -77.6% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling