+3,119.3%
KR vs IDXX
+53,734.7%
-50,615.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | -0.2% | -5.7% | +5.6% | +0.3% |
| 30D | +5.1% | -11.5% | +16.6% | +6.0% |
| 3M | -8.2% | -9.5% | +1.4% | -7.5% |
| 6M | -18.0% | -16.0% | -2.0% | -17.0% |
| YTD | -4.8% | -25.4% | +20.6% | -2.9% |
| 1Y | -11.0% | -21.8% | +10.7% | -9.7% |
| 3Y | +37.7% | +7.0% | +30.6% | +34.8% |
| 5Y | +52.8% | -26.0% | +78.7% | +52.5% |
| 10Y | +128.8% | +358.9% | -230.2% | +93.4% |
| All | +3,119.3% | +53,734.7% | -50,615.4% | +1,935.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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