+2,470.9%
KR vs MDY
+2,615.3%
-144.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -0.9% |
| 7D | -3.1% | -0.8% | -2.3% | -2.8% |
| 30D | +0.6% | -3.9% | +4.5% | +2.1% |
| 3M | -9.8% | 0.0% | -9.7% | -9.9% |
| 6M | -22.1% | +8.5% | -30.7% | -25.0% |
| YTD | -8.1% | +13.2% | -21.3% | -13.1% |
| 1Y | -14.7% | +15.0% | -29.7% | -19.9% |
| 3Y | +28.6% | +49.6% | -21.0% | +6.3% |
| 5Y | +36.4% | +46.0% | -9.6% | +12.2% |
| 10Y | +120.8% | +176.4% | -55.6% | +30.7% |
| All | +2,470.9% | +2,615.3% | -144.4% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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