+858.2%
KR vs IBN
+1,491.4%
-633.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -2.2% |
| 7D | -1.3% | -2.2% | +0.9% | -1.1% |
| 30D | +1.5% | -2.3% | +3.8% | +1.7% |
| 3M | -8.5% | +15.9% | -24.4% | -9.6% |
| 6M | -21.9% | +5.6% | -27.5% | -22.3% |
| YTD | -6.9% | -0.1% | -6.8% | -7.1% |
| 1Y | -14.0% | -6.5% | -7.4% | -13.7% |
| 3Y | +30.3% | +29.3% | +1.0% | +26.9% |
| 5Y | +37.7% | +56.6% | -18.8% | +31.4% |
| 10Y | +125.2% | +314.4% | -189.2% | +91.0% |
| All | +858.2% | +1,491.4% | -633.2% | +604.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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