+133.4%
KR vs GEN
+159.8%
-26.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.6% |
| 7D | -0.2% | -1.3% | +1.1% | -0.1% |
| 30D | +5.1% | +6.1% | -1.1% | +4.6% |
| 3M | -8.2% | +27.0% | -35.1% | -9.7% |
| 6M | -18.0% | +43.9% | -61.9% | -20.2% |
| YTD | -4.8% | +13.0% | -17.8% | -5.8% |
| 1Y | -11.0% | +4.0% | -15.1% | -11.5% |
| 3Y | +37.7% | +66.2% | -28.5% | +31.4% |
| 5Y | +52.8% | +23.2% | +29.6% | +48.0% |
| All | +133.4% | +159.8% | -26.4% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling