-11.0%
KR vs INDA
-8.4%
-2.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.9% |
| 7D | -0.2% | -2.7% | +2.5% | -0.8% |
| 30D | +5.1% | -2.8% | +7.8% | +4.4% |
| 3M | -8.2% | +1.6% | -9.8% | -7.7% |
| 6M | -18.0% | -1.4% | -16.6% | -17.7% |
| YTD | -4.8% | -10.1% | +5.4% | -6.1% |
| 1Y | -11.0% | -8.8% | -2.3% | -10.7% |
| All | -11.0% | -8.4% | -2.6% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling