+48.8%
KR vs GEN
+21.5%
+27.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -2.7% | -4.3% | +1.7% | -2.3% |
| 30D | +1.9% | +3.8% | -1.8% | +1.5% |
| 3M | -11.0% | +22.3% | -33.3% | -12.8% |
| 6M | -20.2% | +39.0% | -59.2% | -22.8% |
| YTD | -7.3% | +11.9% | -19.2% | -8.5% |
| 1Y | -13.1% | +4.5% | -17.6% | -13.6% |
| 3Y | +29.7% | +59.0% | -29.3% | +21.0% |
| 5Y | +48.8% | +22.0% | +26.8% | +41.0% |
| All | +48.8% | +21.5% | +27.3% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling