+52.0%
KR vs BEN
+36.0%
+16.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.2% | -3.1% | +2.9% | -0.1% |
| 30D | +5.1% | +0.2% | +4.9% | +5.0% |
| 3M | -8.2% | +6.8% | -15.0% | -8.4% |
| 6M | -18.0% | +38.1% | -56.1% | -19.1% |
| YTD | -4.8% | +44.3% | -49.1% | -6.3% |
| 1Y | -11.0% | +42.6% | -53.6% | -12.4% |
| 3Y | +37.7% | +52.3% | -14.6% | +34.3% |
| All | +52.0% | +36.0% | +16.0% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling