+48.8%
KR vs NDAQ
+48.4%
+0.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | -2.7% | -6.8% | +4.1% | -2.0% |
| 30D | +1.9% | -3.2% | +5.1% | +2.3% |
| 3M | -11.0% | +6.5% | -17.5% | -11.6% |
| 6M | -20.2% | +5.7% | -26.0% | -20.7% |
| YTD | -7.3% | -4.6% | -2.6% | -7.1% |
| 1Y | -13.1% | -1.6% | -11.5% | -13.2% |
| 3Y | +29.7% | +86.4% | -56.7% | +18.6% |
| 5Y | +48.8% | +50.3% | -1.6% | +32.1% |
| All | +48.8% | +48.4% | +0.4% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling