+37.7%
KR vs QID
-73.7%
+111.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.9% |
| 7D | -0.2% | +1.3% | -1.4% | -0.3% |
| 30D | +5.1% | +2.9% | +2.1% | +4.7% |
| 3M | -8.2% | -0.7% | -7.4% | -8.2% |
| 6M | -18.0% | -29.7% | +11.7% | -15.5% |
| YTD | -4.8% | -27.9% | +23.1% | -2.1% |
| 1Y | -11.0% | -34.6% | +23.5% | -8.2% |
| 3Y | +37.7% | -73.5% | +111.2% | +43.7% |
| All | +37.7% | -73.7% | +111.4% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 3y: compounded portfolio wealth divided by compounded QID 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…
3y analysis · Full analysis span regression · 6 months rolling