+129.1%
KR vs FND
+57.3%
+71.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | +0.6% | -19.6% | +20.2% | +1.5% |
| 3M | -9.8% | -4.3% | -5.4% | -9.7% |
| 6M | -22.1% | -20.4% | -1.7% | -21.6% |
| YTD | -8.1% | -21.9% | +13.7% | -7.5% |
| 1Y | -14.7% | -45.2% | +30.5% | -12.8% |
| 3Y | +28.6% | -49.2% | +77.8% | +30.6% |
| 5Y | +36.4% | -61.8% | +98.2% | +38.5% |
| All | +129.1% | +57.3% | +71.8% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling