+645.4%
KR vs QID
-100.0%
+745.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.3% |
| 7D | -3.1% | -1.9% | -1.1% | -3.3% |
| 30D | +0.6% | +1.7% | -1.1% | +0.9% |
| 3M | -9.8% | -3.9% | -5.9% | -10.2% |
| 6M | -22.1% | -30.0% | +7.8% | -26.4% |
| YTD | -8.1% | -28.2% | +20.1% | -12.7% |
| 1Y | -14.7% | -35.6% | +21.0% | -20.3% |
| 3Y | +28.6% | -74.3% | +102.8% | +4.0% |
| 5Y | +36.4% | -80.8% | +117.2% | +10.1% |
| 10Y | +120.8% | -99.2% | +219.9% | -5.5% |
| All | +645.4% | -100.0% | +745.4% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling