+10.6%
KR vs MSFU
-2.2%
+12.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +13.5% | -10.2% | +3.8% |
| 7D | +6.1% | +8.2% | -2.1% | +6.4% |
| 30D | +17.3% | +10.2% | +7.1% | +17.8% |
| 3M | +20.2% | +22.9% | -2.7% | +21.1% |
| 6M | +3.3% | +63.2% | -59.8% | +5.5% |
| YTD | +12.3% | +11.7% | +0.6% | +14.6% |
| 1Y | +10.6% | -3.5% | +14.1% | +14.7% |
| All | +10.6% | -2.2% | +12.8% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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