+151.0%
KR vs ARWR
+1,024.2%
-873.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.4% |
| 7D | +4.6% | -17.8% | +22.4% | +4.6% |
| 30D | +12.2% | -18.1% | +30.4% | +12.2% |
| 3M | +24.6% | -44.2% | +68.7% | +24.7% |
| 6M | +8.2% | -38.6% | +46.8% | +8.2% |
| YTD | +15.3% | -28.0% | +43.3% | +15.2% |
| 1Y | +9.8% | +16.1% | -6.4% | +9.4% |
| 3Y | +71.4% | +84.0% | -12.6% | +69.6% |
| 5Y | +85.1% | -35.4% | +120.4% | +85.0% |
| All | +151.0% | +1,024.2% | -873.3% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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