+68.2%
KR vs IWD
+85.5%
-17.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | +0.8% | -0.6% | +1.3% | +0.8% |
| 30D | +11.1% | +3.6% | +7.5% | +10.8% |
| 3M | +24.4% | +2.7% | +21.7% | +24.1% |
| 6M | +8.5% | +13.2% | -4.7% | +8.0% |
| YTD | +13.1% | +26.8% | -13.6% | +11.3% |
| 1Y | +9.3% | +29.3% | -20.0% | +7.2% |
| All | +68.2% | +85.5% | -17.3% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling