+4,143.0%
KR vs BHP
+8,071.5%
-3,928.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -3.1% | +0.9% | -3.9% | -3.2% |
| 30D | +0.6% | +4.0% | -3.4% | 0.0% |
| 3M | -9.8% | +11.3% | -21.0% | -11.4% |
| 6M | -22.1% | +29.3% | -51.5% | -25.6% |
| YTD | -8.1% | +59.2% | -67.3% | -15.1% |
| 1Y | -14.7% | +80.8% | -95.5% | -22.8% |
| 3Y | +28.6% | +88.0% | -59.4% | +14.1% |
| 5Y | +36.4% | +126.6% | -90.3% | +15.8% |
| 10Y | +120.8% | +515.7% | -395.0% | +53.5% |
| All | +4,143.0% | +8,071.5% | -3,928.5% | +1,345.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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