-11.0%
KR vs FND
-45.3%
+34.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.7% |
| 7D | -0.2% | -5.8% | +5.6% | -0.2% |
| 30D | +5.1% | -20.2% | +25.3% | +4.9% |
| 3M | -8.2% | -12.0% | +3.8% | -8.1% |
| 6M | -18.0% | -18.5% | +0.5% | -17.1% |
| YTD | -4.8% | -22.3% | +17.5% | -3.9% |
| 1Y | -11.0% | -47.6% | +36.6% | -9.3% |
| All | -11.0% | -45.3% | +34.3% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling