+2,481.4%
KR vs O
+5,237.2%
-2,755.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -2.7% | -3.5% | +0.8% | -2.0% |
| 30D | +1.9% | -3.3% | +5.3% | +2.6% |
| 3M | -11.0% | -2.8% | -8.2% | -10.5% |
| 6M | -20.2% | -5.8% | -14.4% | -19.3% |
| YTD | -7.3% | +9.4% | -16.7% | -8.8% |
| 1Y | -13.1% | +5.7% | -18.8% | -14.0% |
| 3Y | +29.7% | +27.2% | +2.5% | +23.4% |
| 5Y | +48.8% | +17.2% | +31.6% | +43.1% |
| 10Y | +122.8% | +53.9% | +68.9% | +92.6% |
| All | +2,481.4% | +5,237.2% | -2,755.8% | +909.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling