+4,200.1%
KR vs GEN
+8,593.9%
-4,393.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.4% | -2.2% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +1.5% | +2.6% | -1.1% | +1.3% |
| 3M | -8.5% | +15.8% | -24.3% | -9.6% |
| 6M | -21.9% | +33.1% | -55.0% | -23.7% |
| YTD | -6.9% | +11.3% | -18.2% | -7.9% |
| 1Y | -14.0% | +1.7% | -15.6% | -14.4% |
| 3Y | +30.3% | +58.1% | -27.8% | +24.6% |
| 5Y | +37.7% | +20.6% | +17.1% | +33.6% |
| 10Y | +125.2% | +149.0% | -23.8% | +102.4% |
| All | +4,200.1% | +8,593.9% | -4,393.8% | +1,690.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling