+5,222.5%
KR vs PTC
+8,860.0%
-3,637.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +4.6% | +0.5% | +4.1% | +4.5% |
| 30D | +12.2% | +1.2% | +11.0% | +12.1% |
| 3M | +24.6% | +27.4% | -2.8% | +21.6% |
| 6M | +8.2% | +39.2% | -31.0% | +4.7% |
| YTD | +15.3% | +12.5% | +2.8% | +13.2% |
| 1Y | +9.8% | +12.3% | -2.5% | +7.8% |
| 3Y | +71.4% | +28.8% | +42.5% | +65.3% |
| 5Y | +85.1% | +60.9% | +24.2% | +73.9% |
| 10Y | +159.4% | +316.6% | -157.2% | +117.9% |
| All | +5,222.5% | +8,860.0% | -3,637.5% | +1,414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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