+529.3%
KR vs MUB
+76.3%
+453.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +1.5% | -1.5% | +3.1% | +1.6% |
| 3M | -8.5% | -1.9% | -6.6% | -8.4% |
| 6M | -21.9% | -1.7% | -20.2% | -21.8% |
| YTD | -6.9% | -0.8% | -6.1% | -6.8% |
| 1Y | -14.0% | +1.5% | -15.5% | -14.1% |
| 3Y | +30.3% | +8.8% | +21.5% | +29.2% |
| 5Y | +37.7% | +2.0% | +35.7% | +37.3% |
| 10Y | +125.2% | +18.0% | +107.2% | +121.9% |
| All | +529.3% | +76.3% | +453.1% | +422.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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