+125.2%
KR vs PR
+99.9%
+25.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -1.3% | -1.2% | 0.0% | -1.3% |
| 30D | +1.5% | +16.6% | -15.1% | +1.2% |
| 3M | -8.5% | +21.0% | -29.5% | -8.9% |
| 6M | -21.9% | +26.8% | -48.6% | -22.2% |
| YTD | -6.9% | +70.3% | -77.2% | -7.8% |
| 1Y | -14.0% | +77.2% | -91.1% | -14.9% |
| 3Y | +30.3% | +84.3% | -54.0% | +28.5% |
| 5Y | +37.7% | +419.2% | -381.5% | +33.0% |
| 10Y | +125.2% | +85.9% | +39.3% | +143.4% |
| All | +125.2% | +99.9% | +25.3% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling