+133.4%
KR vs QSR
+135.2%
-1.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.7% |
| 7D | -0.2% | -4.0% | +3.8% | 0.0% |
| 30D | +5.1% | +2.8% | +2.3% | +5.0% |
| 3M | -8.2% | +5.1% | -13.2% | -8.3% |
| 6M | -18.0% | +8.8% | -26.8% | -18.2% |
| YTD | -4.8% | +14.8% | -19.6% | -5.1% |
| 1Y | -11.0% | +25.7% | -36.8% | -11.5% |
| 3Y | +37.7% | +27.5% | +10.1% | +37.1% |
| 5Y | +52.8% | +41.3% | +11.5% | +51.6% |
| All | +133.4% | +135.2% | -1.8% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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