+4,304.6%
KR vs D
+2,347.4%
+1,957.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | +1.5% | +1.5% | +0.1% | +1.0% |
| 30D | +4.1% | -2.6% | +6.7% | +4.9% |
| 3M | -5.2% | 0.0% | -5.2% | -5.3% |
| 6M | -12.8% | +7.4% | -20.1% | -15.1% |
| YTD | -4.6% | +15.9% | -20.5% | -9.5% |
| 1Y | -11.7% | +18.1% | -29.8% | -16.9% |
| 3Y | +36.3% | +58.4% | -22.1% | +14.2% |
| 5Y | +40.0% | +5.2% | +34.8% | +34.0% |
| 10Y | +122.2% | +35.9% | +86.3% | +83.2% |
| All | +4,304.6% | +2,347.4% | +1,957.2% | +755.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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