+34.0%
KR vs NDAQ
+85.5%
-51.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | -2.7% | -6.8% | +4.1% | -2.2% |
| 30D | +1.9% | -3.2% | +5.1% | +2.2% |
| 3M | -11.0% | +6.5% | -17.5% | -11.4% |
| 6M | -20.2% | +5.7% | -26.0% | -20.5% |
| YTD | -7.3% | -4.6% | -2.6% | -7.2% |
| 1Y | -13.1% | -1.6% | -11.5% | -13.2% |
| All | +34.0% | +85.5% | -51.5% | +23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling