+34.0%
KR vs BEN
+51.0%
-17.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.3% | +0.9% |
| 7D | -2.7% | +0.3% | -3.0% | -2.6% |
| 30D | +1.9% | +0.9% | +1.0% | +2.0% |
| 3M | -11.0% | +9.2% | -20.2% | -10.7% |
| 6M | -20.2% | +36.8% | -57.0% | -19.3% |
| YTD | -7.3% | +44.4% | -51.7% | -6.1% |
| 1Y | -13.1% | +45.8% | -59.0% | -12.1% |
| All | +34.0% | +51.0% | -17.0% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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