+4,297.1%
KR vs PPG
+2,583.7%
+1,713.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.6% |
| 7D | -0.2% | -6.2% | +6.1% | +1.4% |
| 30D | +5.1% | -7.9% | +13.0% | +7.2% |
| 3M | -8.2% | -10.2% | +2.1% | -5.9% |
| 6M | -18.0% | +2.7% | -20.7% | -19.3% |
| YTD | -4.8% | +4.9% | -9.7% | -7.1% |
| 1Y | -11.0% | -3.2% | -7.8% | -11.6% |
| 3Y | +37.7% | -17.0% | +54.7% | +39.7% |
| 5Y | +52.8% | -23.3% | +76.1% | +54.7% |
| 10Y | +128.8% | +26.4% | +102.4% | +90.7% |
| All | +4,297.1% | +2,583.7% | +1,713.4% | +1,082.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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