+37.7%
KR vs GEN
+60.3%
-22.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +4.7% |
| 3M | -8.2% | +27.0% | -35.1% | -9.3% |
| 6M | -18.0% | +43.9% | -61.9% | -19.5% |
| YTD | -4.8% | +13.0% | -17.8% | -5.5% |
| 1Y | -11.0% | +4.0% | -15.1% | -11.3% |
| 3Y | +37.7% | +66.2% | -28.5% | +36.1% |
| All | +37.7% | +60.3% | -22.6% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling