+133.4%
KR vs O
+54.0%
+79.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | -2.9% | +2.7% | +0.1% |
| 30D | +5.1% | -4.5% | +9.6% | +5.5% |
| 3M | -8.2% | -2.6% | -5.5% | -7.9% |
| 6M | -18.0% | -5.6% | -12.4% | -17.6% |
| YTD | -4.8% | +9.3% | -14.0% | -5.4% |
| 1Y | -11.0% | +4.3% | -15.3% | -11.3% |
| 3Y | +37.7% | +27.4% | +10.2% | +35.0% |
| 5Y | +52.8% | +17.1% | +35.7% | +50.7% |
| All | +133.4% | +54.0% | +79.3% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling