+4,989.5%
KR vs GD
+19,982.5%
-14,993.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -2.3% |
| 7D | +1.4% | -5.0% | +6.4% | +2.6% |
| 30D | +14.3% | +8.9% | +5.3% | +12.0% |
| 3M | +18.9% | -8.0% | +27.0% | +21.1% |
| 6M | +3.8% | +2.9% | +0.9% | +3.0% |
| YTD | +10.2% | +7.1% | +3.2% | +8.1% |
| 1Y | +9.2% | +5.9% | +3.2% | +7.2% |
| 3Y | +60.3% | +53.9% | +6.4% | +43.6% |
| 5Y | +78.3% | +95.4% | -17.1% | +50.8% |
| 10Y | +169.9% | +193.5% | -23.6% | +102.7% |
| All | +4,989.5% | +19,982.5% | -14,993.0% | +1,928.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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