+37.7%
KR vs HUBB
+46.2%
-8.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.9% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +5.1% | -10.0% | +15.0% | +4.0% |
| 3M | -8.2% | -1.6% | -6.6% | -8.3% |
| 6M | -18.0% | -3.1% | -14.9% | -18.1% |
| YTD | -4.8% | +4.6% | -9.4% | -4.5% |
| 1Y | -11.0% | +3.3% | -14.4% | -10.8% |
| 3Y | +37.7% | +46.6% | -8.9% | +41.3% |
| All | +37.7% | +46.2% | -8.5% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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