+133.4%
KR vs ARWR
+1,081.9%
-948.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | -4.0% | +3.9% | -0.2% |
| 30D | +5.1% | -5.0% | +10.1% | +5.0% |
| 3M | -8.2% | +11.3% | -19.5% | -8.1% |
| 6M | -18.0% | +42.6% | -60.6% | -18.0% |
| YTD | -4.8% | +24.8% | -29.6% | -4.8% |
| 1Y | -11.0% | +178.8% | -189.8% | -11.3% |
| 3Y | +37.7% | +183.3% | -145.7% | +37.1% |
| 5Y | +52.8% | +29.5% | +23.3% | +52.8% |
| All | +133.4% | +1,081.9% | -948.5% | +111.9% |
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