+4,181.3%
KR vs NI
+5,096.4%
-915.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | +1.9% | -1.4% | +3.3% | +2.3% |
| 3M | -11.0% | -10.6% | -0.5% | -8.3% |
| 6M | -20.2% | -9.9% | -10.3% | -17.9% |
| YTD | -7.3% | +1.2% | -8.4% | -7.8% |
| 1Y | -13.1% | +4.4% | -17.5% | -14.5% |
| 3Y | +29.7% | +68.6% | -38.9% | +10.2% |
| 5Y | +48.8% | +98.0% | -49.2% | +20.1% |
| 10Y | +122.8% | +143.6% | -20.9% | +60.5% |
| All | +4,181.3% | +5,096.4% | -915.1% | +1,048.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling