+37.7%
KR vs EAT
+578.9%
-541.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.7% |
| 7D | -0.2% | -7.7% | +7.5% | -0.2% |
| 30D | +5.1% | -13.6% | +18.6% | +5.0% |
| 3M | -8.2% | +33.9% | -42.0% | -7.7% |
| 6M | -18.0% | +47.2% | -65.2% | -17.4% |
| YTD | -4.8% | +48.1% | -52.8% | -4.1% |
| 1Y | -11.0% | +33.7% | -44.7% | -10.4% |
| 3Y | +37.7% | +595.8% | -558.1% | +25.3% |
| All | +37.7% | +578.9% | -541.2% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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