+73.9%
KR vs PL
+75.7%
-1.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +2.0% | -1.4% |
| 7D | -3.1% | -13.9% | +10.8% | -3.3% |
| 30D | +0.6% | -25.5% | +26.1% | +0.1% |
| 3M | -9.8% | -44.8% | +35.0% | -10.6% |
| 6M | -22.1% | -33.3% | +11.2% | -22.5% |
| YTD | -8.1% | -12.7% | +4.6% | -8.2% |
| 1Y | -14.7% | +90.9% | -105.6% | -13.8% |
| 3Y | +28.6% | +528.5% | -499.9% | +31.9% |
| 5Y | +36.4% | +72.7% | -36.3% | +37.6% |
| All | +73.9% | +75.7% | -1.9% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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