+5,148.1%
KR vs D
+2,409.5%
+2,738.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +0.5% | -3.1% | +3.6% | +1.6% |
| 30D | +14.9% | +8.4% | +6.6% | +11.9% |
| 3M | +25.4% | +0.2% | +25.2% | +25.3% |
| 6M | +9.3% | +9.5% | -0.1% | +5.9% |
| YTD | +13.7% | +18.8% | -5.1% | +6.9% |
| 1Y | +9.2% | +14.7% | -5.5% | +3.8% |
| 3Y | +70.1% | +72.9% | -2.9% | +38.8% |
| 5Y | +82.5% | +13.1% | +69.3% | +70.6% |
| 10Y | +155.7% | +47.2% | +108.6% | +105.3% |
| All | +5,148.1% | +2,409.5% | +2,738.6% | +911.0% |
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