+3,025.1%
KR vs BWA
+3,371.1%
-346.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +0.6% | -5.6% | +6.2% | +1.4% |
| 3M | -9.8% | -10.7% | +0.9% | -8.6% |
| 6M | -22.1% | +23.2% | -45.3% | -25.3% |
| YTD | -8.1% | +46.0% | -54.1% | -14.6% |
| 1Y | -14.7% | +51.2% | -65.8% | -21.2% |
| 3Y | +28.6% | +69.6% | -41.0% | +14.5% |
| 5Y | +36.4% | +86.6% | -50.2% | +17.5% |
| 10Y | +120.8% | +152.3% | -31.5% | +72.0% |
| All | +3,025.1% | +3,371.1% | -346.0% | +1,402.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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