+37.7%
KR vs PINS
-30.9%
+68.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.8% |
| 7D | -0.2% | -6.6% | +6.4% | -0.5% |
| 30D | +5.1% | -16.8% | +21.9% | +4.0% |
| 3M | -8.2% | -11.4% | +3.2% | -8.6% |
| 6M | -18.0% | -1.7% | -16.3% | -17.6% |
| YTD | -4.8% | -26.4% | +21.6% | -5.3% |
| 1Y | -11.0% | -45.5% | +34.5% | -12.8% |
| 3Y | +37.7% | -31.7% | +69.4% | +35.1% |
| All | +37.7% | -30.9% | +68.5% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 3y: compounded portfolio wealth divided by compounded PINS 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…
3y analysis · Full analysis span regression · 6 months rolling