+52.0%
KR vs MET
+83.9%
-31.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | +5.1% | +0.5% | +4.6% | +5.0% |
| 3M | -8.2% | +11.6% | -19.8% | -9.3% |
| 6M | -18.0% | +40.8% | -58.8% | -21.1% |
| YTD | -4.8% | +25.7% | -30.4% | -7.2% |
| 1Y | -11.0% | +24.4% | -35.4% | -13.3% |
| 3Y | +37.7% | +67.5% | -29.8% | +25.0% |
| All | +52.0% | +83.9% | -31.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling