+37.6%
KR vs HTZ
-85.8%
+123.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | +1.5% | +7.5% | -6.0% | +1.4% |
| 30D | +4.1% | +47.4% | -43.4% | +3.6% |
| 3M | -5.2% | -54.9% | +49.7% | -4.8% |
| 6M | -12.8% | -47.0% | +34.2% | -12.8% |
| YTD | -4.6% | -55.3% | +50.6% | -4.3% |
| 1Y | -11.7% | -57.6% | +46.0% | -11.5% |
| All | +37.6% | -85.8% | +123.4% | +45.4% |
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