+133.4%
KR vs HRB
+209.1%
-75.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.6% |
| 7D | -0.2% | -8.0% | +7.9% | +0.7% |
| 30D | +5.1% | -16.0% | +21.0% | +6.9% |
| 3M | -8.2% | +26.9% | -35.0% | -10.6% |
| 6M | -18.0% | +51.1% | -69.1% | -21.8% |
| YTD | -4.8% | +7.1% | -11.8% | -6.2% |
| 1Y | -11.0% | -9.6% | -1.4% | -10.9% |
| 3Y | +37.7% | +25.4% | +12.3% | +32.8% |
| 5Y | +52.8% | +114.9% | -62.1% | +38.6% |
| All | +133.4% | +209.1% | -75.8% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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