+705.4%
KR vs MET
+1,272.5%
-567.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -3.1% | -0.8% | -2.3% | -2.9% |
| 30D | +0.6% | -1.4% | +2.0% | +0.8% |
| 3M | -9.8% | +12.5% | -22.3% | -11.6% |
| 6M | -22.1% | +37.1% | -59.2% | -26.4% |
| YTD | -8.1% | +23.8% | -31.9% | -11.8% |
| 1Y | -14.7% | +24.1% | -38.8% | -18.2% |
| 3Y | +28.6% | +65.2% | -36.6% | +15.8% |
| 5Y | +36.4% | +82.3% | -45.9% | +19.6% |
| 10Y | +120.8% | +241.6% | -120.8% | +64.5% |
| All | +705.4% | +1,272.5% | -567.1% | +276.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling