+37.7%
KR vs NI
+68.9%
-31.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +5.1% | -1.4% | +6.4% | +5.4% |
| 3M | -8.2% | -10.6% | +2.4% | -5.7% |
| 6M | -18.0% | -9.3% | -8.7% | -16.1% |
| YTD | -4.8% | +1.1% | -5.9% | -5.0% |
| 1Y | -11.0% | +3.4% | -14.4% | -11.8% |
| 3Y | +37.7% | +67.9% | -30.2% | +19.3% |
| All | +37.7% | +68.9% | -31.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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