+52.0%
KR vs ETSY
-66.2%
+118.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.7% |
| 7D | -0.2% | -4.9% | +4.7% | 0.0% |
| 30D | +5.1% | -8.6% | +13.7% | +5.3% |
| 3M | -8.2% | +4.8% | -12.9% | -8.3% |
| 6M | -18.0% | +38.1% | -56.1% | -18.9% |
| YTD | -4.8% | +31.2% | -36.0% | -5.8% |
| 1Y | -11.0% | +22.1% | -33.1% | -11.9% |
| 3Y | +37.7% | +12.2% | +25.4% | +35.7% |
| All | +52.0% | -66.2% | +118.3% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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