-11.0%
KR vs ITOT
+17.8%
-28.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +3.2% |
| 7D | -0.2% | -0.9% | +0.7% | -0.8% |
| 30D | +5.1% | -1.5% | +6.5% | +4.1% |
| 3M | -8.2% | +3.6% | -11.7% | -5.7% |
| 6M | -18.0% | +13.7% | -31.7% | -10.4% |
| YTD | -4.8% | +12.9% | -17.7% | +3.5% |
| 1Y | -11.0% | +17.2% | -28.2% | 0.0% |
| All | -11.0% | +17.8% | -28.9% | 0.0% |
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