+12.4%
KR vs BRO
-4.7%
+17.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | +5.3% | +9.9% | -4.6% | +1.8% |
| 30D | +18.9% | +22.3% | -3.4% | +10.8% |
| 3M | +23.3% | +5.3% | +18.0% | +20.8% |
| 6M | +5.0% | +30.3% | -25.3% | -2.8% |
| YTD | +13.0% | -5.7% | +18.8% | +12.7% |
| 1Y | +12.4% | -3.5% | +15.9% | +10.4% |
| All | +12.4% | -4.7% | +17.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling