+715.9%
KR vs IWD
+726.5%
-10.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +1.5% | -0.3% | +1.8% | +1.6% |
| 30D | +4.1% | +0.6% | +3.5% | +3.8% |
| 3M | -5.2% | +7.2% | -12.4% | -8.6% |
| 6M | -12.8% | +16.2% | -29.0% | -19.5% |
| YTD | -4.6% | +23.3% | -27.9% | -14.6% |
| 1Y | -11.7% | +29.6% | -41.2% | -23.0% |
| 3Y | +36.3% | +70.5% | -34.2% | +1.8% |
| 5Y | +40.0% | +73.5% | -33.5% | +2.8% |
| 10Y | +122.2% | +198.3% | -76.1% | +15.8% |
| All | +715.9% | +726.5% | -10.6% | +111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling