+531.6%
KR vs INDA
+107.4%
+424.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | -2.7% | -3.6% | +1.0% | -2.2% |
| 30D | +1.9% | -4.0% | +5.9% | +2.5% |
| 3M | -11.0% | +1.7% | -12.8% | -11.3% |
| 6M | -20.2% | -3.6% | -16.6% | -19.9% |
| YTD | -7.3% | -11.0% | +3.7% | -6.0% |
| 1Y | -13.1% | -9.5% | -3.6% | -12.1% |
| 3Y | +29.7% | +7.6% | +22.1% | +27.7% |
| 5Y | +48.8% | +4.8% | +44.0% | +46.4% |
| 10Y | +122.8% | +82.3% | +40.5% | +95.4% |
| All | +531.6% | +107.4% | +424.2% | +417.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling