+4,181.3%
KR vs HUBB
+149,745.1%
-145,563.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | -2.7% | -1.7% | -1.0% | -2.7% |
| 30D | +1.9% | -12.7% | +14.6% | +2.1% |
| 3M | -11.0% | -2.9% | -8.1% | -11.0% |
| 6M | -20.2% | -4.8% | -15.4% | -20.2% |
| YTD | -7.3% | +2.8% | -10.0% | -7.3% |
| 1Y | -13.1% | +3.5% | -16.6% | -13.2% |
| 3Y | +29.7% | +43.5% | -13.8% | +29.1% |
| 5Y | +48.8% | +154.2% | -105.4% | +47.3% |
| 10Y | +122.8% | +434.0% | -311.3% | +119.0% |
| All | +4,181.3% | +149,745.1% | -145,563.7% | +3,462.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling