+48.0%
KR vs EAT
+317.4%
-269.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -2.7% | -6.2% | +3.5% | -2.5% |
| 30D | +1.9% | -3.0% | +5.0% | +2.0% |
| 3M | -11.0% | +45.6% | -56.7% | -11.8% |
| 6M | -20.2% | +53.5% | -73.8% | -21.1% |
| YTD | -7.3% | +49.6% | -56.9% | -8.3% |
| 1Y | -13.1% | +38.9% | -52.0% | -13.9% |
| 3Y | +29.7% | +589.7% | -559.9% | +15.6% |
| All | +48.0% | +317.4% | -269.3% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling