+10.6%
KR vs ITOT
+14.7%
-4.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +4.3% |
| 7D | +6.1% | -0.7% | +6.7% | +5.5% |
| 30D | +17.3% | -1.1% | +18.4% | +16.5% |
| 3M | +20.2% | -0.8% | +21.0% | +19.5% |
| 6M | +3.3% | +7.0% | -3.6% | +8.9% |
| YTD | +12.3% | +13.3% | -1.0% | +23.2% |
| 1Y | +10.6% | +14.8% | -4.2% | +21.6% |
| All | +10.6% | +14.7% | -4.1% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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