+10.6%
KR vs BBWI
+2.4%
+8.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +3.1% |
| 7D | +6.1% | +8.8% | -2.7% | +5.8% |
| 30D | +17.3% | +34.8% | -17.5% | +16.5% |
| 3M | +20.2% | +12.9% | +7.2% | +19.6% |
| 6M | +3.3% | +29.6% | -26.2% | +2.9% |
| YTD | +12.3% | +20.8% | -8.5% | +10.9% |
| 1Y | +10.6% | +4.1% | +6.5% | +10.3% |
| All | +10.6% | +2.4% | +8.2% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling