+127.2%
KR vs PRU
+138.7%
-11.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -2.7% | -3.8% | +1.2% | -2.3% |
| 30D | +1.9% | -2.0% | +4.0% | +2.2% |
| 3M | -11.0% | +14.0% | -25.0% | -12.2% |
| 6M | -20.2% | +27.2% | -47.5% | -22.2% |
| YTD | -7.3% | +9.1% | -16.4% | -8.2% |
| 1Y | -13.1% | +18.1% | -31.2% | -14.8% |
| 3Y | +29.7% | +44.3% | -14.5% | +23.4% |
| 5Y | +48.8% | +45.7% | +3.1% | +40.4% |
| All | +127.2% | +138.7% | -11.4% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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