+153.5%
KR vs EQX
+232.0%
-78.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.7% |
| 7D | -0.2% | -3.2% | +3.0% | -0.1% |
| 30D | +5.1% | +7.8% | -2.7% | +4.9% |
| 3M | -8.2% | +21.3% | -29.5% | -8.5% |
| 6M | -18.0% | -22.4% | +4.4% | -17.6% |
| YTD | -4.8% | -11.3% | +6.5% | -4.8% |
| 1Y | -11.0% | +13.5% | -24.5% | -11.9% |
| 3Y | +37.7% | +162.1% | -124.5% | +31.3% |
| 5Y | +52.8% | +84.2% | -31.4% | +45.8% |
| All | +153.5% | +232.0% | -78.6% | +155.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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