+133.4%
KR vs BIL
+25.3%
+108.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.6% |
| 7D | -0.2% | +0.1% | -0.2% | -0.3% |
| 30D | +5.1% | +0.3% | +4.8% | +4.2% |
| 3M | -8.2% | +0.9% | -9.1% | -10.3% |
| 6M | -18.0% | +1.8% | -19.8% | -22.0% |
| YTD | -4.8% | +2.5% | -7.3% | -10.9% |
| 1Y | -11.0% | +3.7% | -14.7% | -18.9% |
| 3Y | +37.7% | +14.1% | +23.5% | +12.3% |
| 5Y | +52.8% | +19.5% | +33.3% | +19.5% |
| All | +133.4% | +25.3% | +108.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling