+4,143.0%
KR vs JCI
+2,331.2%
+1,811.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -3.1% | +4.1% | -7.1% | -3.6% |
| 30D | +0.6% | -3.8% | +4.5% | +1.1% |
| 3M | -9.8% | -1.6% | -8.1% | -9.8% |
| 6M | -22.1% | +9.5% | -31.7% | -23.6% |
| YTD | -8.1% | +21.7% | -29.8% | -11.3% |
| 1Y | -14.7% | +37.1% | -51.8% | -19.2% |
| 3Y | +28.6% | +165.2% | -136.6% | +9.2% |
| 5Y | +36.4% | +110.3% | -73.9% | +18.5% |
| 10Y | +120.8% | +341.0% | -220.2% | +67.7% |
| All | +4,143.0% | +2,331.2% | +1,811.8% | +1,636.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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