+647.2%
KR vs GNRC
+2,082.9%
-1,435.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.9% | -0.2% | +2.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | +5.1% | -15.7% | +20.8% | +6.1% |
| 3M | -8.2% | -27.3% | +19.2% | -6.7% |
| 6M | -18.0% | -12.1% | -5.9% | -18.1% |
| YTD | -4.8% | +37.1% | -41.9% | -8.2% |
| 1Y | -11.0% | -0.5% | -10.6% | -12.4% |
| 3Y | +37.7% | +61.5% | -23.9% | +28.6% |
| 5Y | +52.8% | -58.6% | +111.3% | +56.3% |
| 10Y | +128.8% | +446.3% | -317.5% | +71.2% |
| All | +647.2% | +2,082.9% | -1,435.7% | +364.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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