+111.5%
KR vs ROIV
+288.8%
-177.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | -0.2% | +16.9% | -17.0% | +0.1% |
| 30D | +5.1% | +12.9% | -7.8% | +5.3% |
| 3M | -8.2% | +37.3% | -45.5% | -7.7% |
| 6M | -18.0% | +38.0% | -56.0% | -17.5% |
| YTD | -4.8% | +88.1% | -92.9% | -4.0% |
| 1Y | -11.0% | +183.3% | -194.3% | -9.9% |
| 3Y | +37.7% | +254.6% | -217.0% | +39.7% |
| 5Y | +52.8% | +309.8% | -257.1% | +54.4% |
| All | +111.5% | +288.8% | -177.3% | +111.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling