+60.3%
KR vs CVE
+53.7%
+6.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | +1.4% | -16.1% | +17.5% | +1.4% |
| 30D | +14.3% | -10.4% | +24.6% | +14.1% |
| 3M | +18.9% | -2.4% | +21.3% | +18.7% |
| 6M | +3.8% | -4.4% | +8.2% | +3.6% |
| YTD | +10.2% | +64.9% | -54.7% | +10.5% |
| 1Y | +9.2% | +66.0% | -56.9% | +9.5% |
| 3Y | +60.3% | +57.7% | +2.6% | +63.0% |
| All | +60.3% | +53.7% | +6.6% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 3y: compounded portfolio wealth divided by compounded CVE 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…
3y analysis · Full analysis span regression · 6 months rolling