+161.2%
KR vs PINS
-15.2%
+176.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.4% |
| 7D | -1.3% | -5.2% | +3.9% | -1.3% |
| 30D | +1.5% | -14.9% | +16.5% | +1.4% |
| 3M | -8.5% | -8.4% | -0.1% | -8.6% |
| 6M | -21.9% | +0.6% | -22.5% | -21.8% |
| YTD | -6.9% | -22.2% | +15.3% | -6.8% |
| 1Y | -14.0% | -46.9% | +33.0% | -14.1% |
| 3Y | +30.3% | -26.9% | +57.2% | +30.0% |
| 5Y | +37.7% | -63.0% | +100.7% | +37.6% |
| All | +161.2% | -15.2% | +176.4% | +146.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling