+4,143.0%
KR vs BEN
+4,825.3%
-682.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | -3.1% | +3.4% | -6.4% | -3.7% |
| 30D | +0.6% | +1.8% | -1.2% | +0.2% |
| 3M | -9.8% | +8.4% | -18.2% | -11.5% |
| 6M | -22.1% | +35.6% | -57.8% | -27.4% |
| YTD | -8.1% | +46.4% | -54.5% | -15.8% |
| 1Y | -14.7% | +46.3% | -61.0% | -21.9% |
| 3Y | +28.6% | +54.6% | -26.1% | +13.5% |
| 5Y | +36.4% | +39.4% | -3.0% | +20.0% |
| 10Y | +120.8% | +57.6% | +63.2% | +78.7% |
| All | +4,143.0% | +4,825.3% | -682.3% | +982.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling