+37.7%
KR vs BB
+64.9%
-27.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.8% |
| 7D | -0.2% | -0.4% | +0.2% | -0.2% |
| 30D | +5.1% | -12.5% | +17.6% | +4.5% |
| 3M | -8.2% | -17.4% | +9.3% | -8.8% |
| 6M | -18.0% | +119.1% | -137.1% | -15.8% |
| YTD | -4.8% | +102.4% | -107.1% | -2.4% |
| 1Y | -11.0% | +98.2% | -109.2% | -8.9% |
| 3Y | +37.7% | +46.9% | -9.3% | +41.2% |
| All | +37.7% | +64.9% | -27.3% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling