+4,181.3%
KR vs PNC
+4,054.7%
+126.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.7% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | +1.9% | -4.4% | +6.4% | +2.8% |
| 3M | -11.0% | +5.3% | -16.3% | -12.0% |
| 6M | -20.2% | +19.6% | -39.8% | -23.1% |
| YTD | -7.3% | +19.1% | -26.4% | -10.8% |
| 1Y | -13.1% | +24.3% | -37.4% | -17.2% |
| 3Y | +29.7% | +132.2% | -102.5% | +7.6% |
| 5Y | +48.8% | +52.3% | -3.6% | +32.1% |
| 10Y | +122.8% | +274.8% | -152.0% | +55.6% |
| All | +4,181.3% | +4,054.7% | +126.6% | +1,047.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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