+37.7%
KR vs DINO
+97.6%
-59.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +3.8% |
| 3M | -8.2% | +55.2% | -63.4% | -10.4% |
| 6M | -18.0% | +93.8% | -111.8% | -20.9% |
| YTD | -4.8% | +139.5% | -144.3% | -8.9% |
| 1Y | -11.0% | +115.3% | -126.3% | -14.5% |
| 3Y | +37.7% | +98.8% | -61.1% | +35.8% |
| All | +37.7% | +97.6% | -59.9% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling