+624.3%
KR vs MSCI
+3,191.3%
-2,567.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.2% |
| 7D | +4.6% | +3.0% | +1.6% | +4.2% |
| 30D | +12.2% | +17.8% | -5.6% | +9.8% |
| 3M | +24.6% | +15.2% | +9.4% | +22.2% |
| 6M | +8.2% | +16.5% | -8.3% | +5.9% |
| YTD | +15.3% | +16.4% | -1.1% | +12.6% |
| 1Y | +9.8% | +16.8% | -7.1% | +7.1% |
| 3Y | +71.4% | +35.8% | +35.6% | +62.0% |
| 5Y | +85.1% | +7.0% | +78.1% | +77.8% |
| 10Y | +159.4% | +818.6% | -659.2% | +69.3% |
| All | +624.3% | +3,191.3% | -2,567.0% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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