+25.0%
KR vs MSFU
+71.2%
-46.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -2.7% | -6.9% | +4.3% | -2.7% |
| 30D | +1.9% | -5.1% | +7.1% | +1.9% |
| 3M | -11.0% | +44.6% | -55.7% | -10.5% |
| 6M | -20.2% | +32.8% | -53.0% | -19.8% |
| YTD | -7.3% | -10.1% | +2.8% | -6.7% |
| 1Y | -13.1% | -19.4% | +6.3% | -12.5% |
| 3Y | +29.7% | +26.2% | +3.5% | +28.4% |
| All | +25.0% | +71.2% | -46.2% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling