-11.7%
KR vs MGY
+15.5%
-27.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +1.5% | +2.1% | -0.6% | +1.1% |
| 30D | +4.1% | +13.8% | -9.7% | +1.4% |
| 3M | -5.2% | -4.3% | -0.9% | -4.4% |
| 6M | -12.8% | -5.1% | -7.7% | -11.5% |
| YTD | -4.6% | +24.8% | -29.4% | -6.2% |
| 1Y | -11.7% | +11.8% | -23.5% | -14.0% |
| All | -11.7% | +15.5% | -27.2% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling