+133.4%
KR vs PAAS
+230.4%
-97.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -0.2% | -1.9% | +1.8% | -0.2% |
| 30D | +5.1% | -3.6% | +8.6% | +5.1% |
| 3M | -8.2% | +8.6% | -16.7% | -8.2% |
| 6M | -18.0% | -16.7% | -1.3% | -17.9% |
| YTD | -4.8% | -1.9% | -2.8% | -4.9% |
| 1Y | -11.0% | +38.0% | -49.0% | -11.6% |
| 3Y | +37.7% | +234.9% | -197.3% | +35.0% |
| 5Y | +52.8% | +119.5% | -66.7% | +49.7% |
| All | +133.4% | +230.4% | -97.0% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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