+3,549.6%
KR vs RIG
-41.6%
+3,591.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.3% |
| 7D | -3.1% | -8.2% | +5.1% | -2.6% |
| 30D | +0.6% | -0.2% | +0.8% | +0.6% |
| 3M | -9.8% | -2.7% | -7.1% | -9.8% |
| 6M | -22.1% | -7.5% | -14.7% | -22.0% |
| YTD | -8.1% | +38.3% | -46.4% | -10.2% |
| 1Y | -14.7% | +81.8% | -96.5% | -18.1% |
| 3Y | +28.6% | -30.2% | +58.8% | +28.4% |
| 5Y | +36.4% | +59.9% | -23.6% | +25.6% |
| 10Y | +120.8% | -41.9% | +162.7% | +96.1% |
| All | +3,549.6% | -41.6% | +3,591.2% | +3,153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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