+48.8%
KR vs PINS
-66.2%
+114.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +1.0% |
| 7D | -2.7% | -9.9% | +7.3% | -2.9% |
| 30D | +1.9% | -20.9% | +22.9% | +1.4% |
| 3M | -11.0% | -13.7% | +2.7% | -11.3% |
| 6M | -20.2% | -3.0% | -17.2% | -20.1% |
| YTD | -7.3% | -27.5% | +20.2% | -7.5% |
| 1Y | -13.1% | -46.8% | +33.7% | -13.8% |
| 3Y | +29.7% | -31.8% | +61.6% | +29.1% |
| 5Y | +48.8% | -65.4% | +114.1% | +42.2% |
| All | +48.8% | -66.2% | +114.9% | +42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling