+744.4%
KR vs NDAQ
+2,327.9%
-1,583.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.4% |
| 7D | +1.5% | -2.4% | +4.0% | +1.8% |
| 30D | +4.1% | +2.5% | +1.6% | +3.7% |
| 3M | -5.2% | +9.9% | -15.1% | -6.5% |
| 6M | -12.8% | +9.4% | -22.2% | -14.0% |
| YTD | -4.6% | +0.4% | -5.0% | -5.0% |
| 1Y | -11.7% | +4.0% | -15.7% | -12.6% |
| 3Y | +36.3% | +94.4% | -58.1% | +23.1% |
| 5Y | +40.0% | +56.7% | -16.7% | +29.2% |
| 10Y | +122.2% | +375.3% | -253.1% | +74.2% |
| All | +744.4% | +2,327.9% | -1,583.5% | +451.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling