+133.4%
KR vs NDAQ
+368.2%
-234.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.2% | -5.6% | +5.4% | +0.7% |
| 30D | +5.1% | -4.4% | +9.4% | +5.8% |
| 3M | -8.2% | +5.9% | -14.0% | -9.0% |
| 6M | -18.0% | +7.7% | -25.7% | -19.1% |
| YTD | -4.8% | -5.2% | +0.4% | -4.4% |
| 1Y | -11.0% | -3.4% | -7.7% | -11.0% |
| 3Y | +37.7% | +85.6% | -48.0% | +21.3% |
| 5Y | +52.8% | +49.5% | +3.3% | +38.3% |
| All | +133.4% | +368.2% | -234.8% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling