+52.0%
KR vs DOW
-37.7%
+89.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +2.9% |
| 7D | -0.2% | -1.4% | +1.2% | -0.1% |
| 30D | +5.1% | -3.9% | +9.0% | +5.3% |
| 3M | -8.2% | -12.7% | +4.5% | -7.3% |
| 6M | -18.0% | -13.7% | -4.3% | -17.3% |
| YTD | -4.8% | +28.4% | -33.2% | -6.4% |
| 1Y | -11.0% | +21.8% | -32.8% | -12.4% |
| 3Y | +37.7% | -35.7% | +73.4% | +47.2% |
| All | +52.0% | -37.7% | +89.7% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 5y: compounded portfolio wealth divided by compounded DOW 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…
5y analysis · Full analysis span regression · 6 months rolling