+36.4%
KR vs PAAS
+122.5%
-86.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.1% | -1.4% |
| 7D | -3.1% | +2.6% | -5.7% | -3.1% |
| 30D | +0.6% | +2.5% | -1.9% | +0.5% |
| 3M | -9.8% | +15.1% | -24.9% | -10.1% |
| 6M | -22.1% | -12.1% | -10.1% | -21.9% |
| YTD | -8.1% | +3.1% | -11.2% | -8.7% |
| 1Y | -14.7% | +50.8% | -65.5% | -17.0% |
| 3Y | +28.6% | +259.5% | -230.9% | +17.0% |
| 5Y | +36.4% | +126.3% | -89.9% | +25.9% |
| All | +36.4% | +122.5% | -86.1% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling