+84.1%
KR vs BIL
+20.3%
+63.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.2% |
| 7D | +4.6% | +0.1% | +4.5% | +4.1% |
| 30D | +12.2% | +0.3% | +11.9% | +9.9% |
| 3M | +24.6% | +1.0% | +23.6% | +17.5% |
| 6M | +8.2% | +1.9% | +6.3% | -3.3% |
| YTD | +15.3% | +3.2% | +12.1% | -4.4% |
| 1Y | +9.8% | +3.7% | +6.1% | -11.4% |
| 3Y | +71.4% | +13.8% | +57.5% | 0.0% |
| All | +84.1% | +20.3% | +63.8% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling