+37.7%
KR vs HRB
+25.9%
+11.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.6% |
| 7D | -0.2% | -8.0% | +7.9% | +0.9% |
| 30D | +5.1% | -16.0% | +21.0% | +7.3% |
| 3M | -8.2% | +26.9% | -35.0% | -11.1% |
| 6M | -18.0% | +51.1% | -69.1% | -22.4% |
| YTD | -4.8% | +7.1% | -11.8% | -5.8% |
| 1Y | -11.0% | -9.6% | -1.4% | -9.8% |
| 3Y | +37.7% | +25.4% | +12.3% | +28.5% |
| All | +37.7% | +25.9% | +11.8% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling