+4,181.3%
KR vs BN
+14,390.7%
-10,209.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | -2.7% | -5.9% | +3.2% | -1.7% |
| 30D | +1.9% | -15.1% | +17.0% | +4.6% |
| 3M | -11.0% | -14.6% | +3.5% | -8.8% |
| 6M | -20.2% | -8.4% | -11.8% | -19.4% |
| YTD | -7.3% | -16.8% | +9.5% | -5.1% |
| 1Y | -13.1% | -14.4% | +1.3% | -11.7% |
| 3Y | +29.7% | +70.1% | -40.4% | +14.7% |
| 5Y | +48.8% | +33.5% | +15.2% | +35.1% |
| 10Y | +122.8% | +260.2% | -137.5% | +60.7% |
| All | +4,181.3% | +14,390.7% | -10,209.3% | +1,663.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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