+695.4%
KR vs BLK
+12,998.0%
-12,302.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.4% |
| 7D | -0.2% | -3.3% | +3.1% | +0.4% |
| 30D | +5.1% | -6.5% | +11.6% | +6.2% |
| 3M | -8.2% | +6.7% | -14.9% | -9.3% |
| 6M | -18.0% | +14.7% | -32.7% | -20.2% |
| YTD | -4.8% | +2.5% | -7.3% | -5.8% |
| 1Y | -11.0% | -2.8% | -8.3% | -11.3% |
| 3Y | +37.7% | +65.9% | -28.2% | +23.6% |
| 5Y | +52.8% | +33.0% | +19.8% | +40.6% |
| 10Y | +128.8% | +281.2% | -152.4% | +68.0% |
| All | +695.4% | +12,998.0% | -12,302.6% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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