-7.6%
KR vs BIYA
-99.8%
+92.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +2.7% |
| 7D | -0.2% | -1.8% | +1.6% | -0.2% |
| 30D | +5.1% | -17.5% | +22.5% | +5.2% |
| 3M | -8.2% | -78.0% | +69.9% | -8.1% |
| 6M | -18.0% | -89.5% | +71.5% | -18.5% |
| YTD | -4.8% | -94.3% | +89.5% | -5.4% |
| 1Y | -11.0% | -98.6% | +87.6% | -13.1% |
| All | -7.6% | -99.8% | +92.1% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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