+37.7%
KR vs FRSH
-46.4%
+84.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | -0.2% | -6.6% | +6.4% | -0.5% |
| 30D | +5.1% | +2.1% | +2.9% | +5.2% |
| 3M | -8.2% | +29.0% | -37.1% | -6.7% |
| 6M | -18.0% | +48.6% | -66.6% | -15.7% |
| YTD | -4.8% | -2.9% | -1.8% | -4.8% |
| 1Y | -11.0% | -7.9% | -3.1% | -11.3% |
| 3Y | +37.7% | -46.5% | +84.2% | +33.5% |
| All | +37.7% | -46.4% | +84.1% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling