+614.2%
KR vs MSCI
+3,147.7%
-2,533.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | +14.9% | +16.2% | -1.2% | +12.7% |
| 3M | +25.4% | +16.1% | +9.2% | +22.9% |
| 6M | +9.3% | +12.9% | -3.6% | +7.4% |
| YTD | +13.7% | +14.8% | -1.2% | +11.2% |
| 1Y | +9.2% | +13.8% | -4.6% | +6.9% |
| 3Y | +70.1% | +31.2% | +38.8% | +61.5% |
| 5Y | +82.5% | +5.6% | +76.9% | +75.7% |
| 10Y | +155.7% | +806.4% | -650.7% | +67.2% |
| All | +614.2% | +3,147.7% | -2,533.5% | +270.5% |
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