+133.4%
KR vs DINO
+492.4%
-359.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | +2.3% | -2.5% | -0.3% |
| 30D | +5.1% | +22.6% | -17.6% | +3.7% |
| 3M | -8.2% | +55.2% | -63.4% | -10.7% |
| 6M | -18.0% | +93.8% | -111.8% | -21.4% |
| YTD | -4.8% | +139.5% | -144.3% | -9.9% |
| 1Y | -11.0% | +115.3% | -126.3% | -15.4% |
| 3Y | +37.7% | +98.8% | -61.1% | +31.0% |
| 5Y | +52.8% | +333.5% | -280.7% | +38.4% |
| All | +133.4% | +492.4% | -359.0% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling