+5,222.5%
KR vs EXC
+2,500.5%
+2,722.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.1% |
| 7D | +4.6% | +1.4% | +3.2% | +4.2% |
| 30D | +12.2% | +8.6% | +3.7% | +10.0% |
| 3M | +24.6% | +2.4% | +22.2% | +23.8% |
| 6M | +8.2% | +6.5% | +1.7% | +6.5% |
| YTD | +15.3% | +9.0% | +6.2% | +12.6% |
| 1Y | +9.8% | +4.6% | +5.2% | +8.3% |
| 3Y | +71.4% | +33.5% | +37.9% | +58.6% |
| 5Y | +85.1% | +41.4% | +43.7% | +67.9% |
| 10Y | +159.4% | +204.3% | -44.9% | +87.3% |
| All | +5,222.5% | +2,500.5% | +2,722.0% | +1,651.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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