+852.4%
KR vs PLUG
-99.1%
+951.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +9.9% | +1.0% |
| 7D | +2.7% | -3.2% | +5.9% | +2.7% |
| 30D | +11.3% | -18.7% | +30.0% | +11.6% |
| 3M | +22.3% | -35.3% | +57.6% | +23.1% |
| 6M | +5.8% | -56.2% | +62.0% | +7.0% |
| YTD | +11.7% | -30.7% | +42.4% | +11.6% |
| 1Y | +8.9% | -46.7% | +55.5% | +9.3% |
| 3Y | +67.1% | -61.3% | +128.5% | +64.8% |
| 5Y | +80.0% | -96.6% | +176.6% | +85.1% |
| 10Y | +156.3% | +1.1% | +155.2% | +130.8% |
| All | +852.4% | -99.1% | +951.6% | +1,053.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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