+10.6%
KR vs ROIV
+97.8%
-87.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.1% | -2.8% | +3.6% |
| 7D | +6.1% | +3.0% | +3.1% | +6.2% |
| 30D | +17.3% | +6.8% | +10.5% | +17.8% |
| 3M | +20.2% | +10.5% | +9.6% | +21.1% |
| 6M | +3.3% | +34.8% | -31.5% | +5.1% |
| YTD | +12.3% | +76.2% | -63.9% | +12.6% |
| 1Y | +10.6% | +92.4% | -81.8% | +11.4% |
| All | +10.6% | +97.8% | -87.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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