+896.0%
KR vs MOH
+1,358.8%
-462.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.5% |
| 7D | -0.2% | +1.7% | -1.9% | -0.3% |
| 30D | +5.1% | -0.9% | +5.9% | +5.1% |
| 3M | -8.2% | +5.7% | -13.9% | -8.8% |
| 6M | -18.0% | +39.1% | -57.1% | -20.8% |
| YTD | -4.8% | +17.7% | -22.5% | -7.2% |
| 1Y | -11.0% | +8.4% | -19.4% | -12.9% |
| 3Y | +37.7% | -36.6% | +74.2% | +39.6% |
| 5Y | +52.8% | -19.1% | +71.9% | +50.3% |
| 10Y | +128.8% | +262.8% | -134.0% | +85.7% |
| All | +896.0% | +1,358.8% | -462.8% | +565.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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