-12.1%
KR vs Q
+79.8%
-91.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.5% | +0.2% | +3.2% |
| 7D | -0.2% | +4.9% | -5.1% | +0.8% |
| 30D | +5.1% | -11.0% | +16.0% | +2.9% |
| 3M | -8.2% | -15.2% | +7.0% | -10.2% |
| 6M | -18.0% | +8.8% | -26.8% | -16.7% |
| YTD | -4.8% | +55.1% | -59.9% | -2.1% |
| All | -12.1% | +79.8% | -91.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling