+133.4%
KR vs EIX
+19.9%
+113.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +2.8% |
| 7D | -0.2% | -1.4% | +1.2% | -0.1% |
| 30D | +5.1% | -19.3% | +24.4% | +6.9% |
| 3M | -8.2% | -21.7% | +13.5% | -6.3% |
| 6M | -18.0% | -19.8% | +1.8% | -16.6% |
| YTD | -4.8% | -3.0% | -1.7% | -5.4% |
| 1Y | -11.0% | +5.1% | -16.1% | -12.5% |
| 3Y | +37.7% | -7.0% | +44.6% | +36.4% |
| 5Y | +52.8% | +22.0% | +30.7% | +46.7% |
| All | +133.4% | +19.9% | +113.5% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling