+596.1%
KR vs AU
+755.5%
-159.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | -0.2% | -4.3% | +4.1% | -0.1% |
| 30D | +5.1% | +7.3% | -2.3% | +4.9% |
| 3M | -8.2% | +26.3% | -34.5% | -8.7% |
| 6M | -18.0% | +1.8% | -19.8% | -18.2% |
| YTD | -4.8% | +26.8% | -31.6% | -5.7% |
| 1Y | -11.0% | +66.7% | -77.7% | -12.6% |
| 3Y | +37.7% | +579.1% | -541.4% | +30.0% |
| 5Y | +52.8% | +689.3% | -636.6% | +43.0% |
| 10Y | +128.8% | +686.6% | -557.8% | +111.2% |
| All | +596.1% | +755.5% | -159.5% | +566.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling