+177.0%
KR vs DOW
-15.9%
+192.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.3% |
| 7D | -3.1% | -6.0% | +3.0% | -2.6% |
| 30D | +0.6% | -2.7% | +3.4% | +0.8% |
| 3M | -9.8% | -10.5% | +0.7% | -9.2% |
| 6M | -22.1% | -12.4% | -9.7% | -21.6% |
| YTD | -8.1% | +30.0% | -38.1% | -9.9% |
| 1Y | -14.7% | +27.8% | -42.5% | -16.3% |
| 3Y | +28.6% | -34.9% | +63.5% | +32.5% |
| 5Y | +36.4% | -35.9% | +72.3% | +39.7% |
| All | +177.0% | -15.9% | +192.9% | +171.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling