+64.9%
KR vs HTZ
-81.4%
+146.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.4% | +5.9% | -2.4% |
| 7D | +1.4% | -14.6% | +16.0% | +1.5% |
| 30D | +14.3% | -20.8% | +35.0% | +14.4% |
| 3M | +18.9% | -18.8% | +37.7% | +19.0% |
| 6M | +3.8% | -74.7% | +78.5% | +4.9% |
| YTD | +10.2% | -68.1% | +78.3% | +10.8% |
| 1Y | +9.2% | -73.5% | +82.6% | +10.1% |
| All | +64.9% | -81.4% | +146.3% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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