+52.0%
KR vs AMCR
-12.3%
+64.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +2.9% |
| 7D | -0.2% | -6.3% | +6.1% | +0.8% |
| 30D | +5.1% | -7.8% | +12.9% | +6.3% |
| 3M | -8.2% | +7.5% | -15.7% | -9.2% |
| 6M | -18.0% | +2.7% | -20.7% | -18.4% |
| YTD | -4.8% | +6.0% | -10.8% | -6.2% |
| 1Y | -11.0% | +7.8% | -18.8% | -12.7% |
| 3Y | +37.7% | +5.8% | +31.9% | +32.4% |
| All | +52.0% | -12.3% | +64.4% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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