+156.0%
KR vs ROIV
+276.5%
-120.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.4% |
| 7D | +4.6% | +1.7% | +2.9% | +4.6% |
| 30D | +12.2% | +17.6% | -5.4% | +12.5% |
| 3M | +24.6% | +9.0% | +15.6% | +24.8% |
| 6M | +8.2% | +35.3% | -27.1% | +8.8% |
| YTD | +15.3% | +82.2% | -66.9% | +16.2% |
| 1Y | +9.8% | +92.3% | -82.5% | +10.7% |
| 3Y | +71.4% | +336.8% | -265.4% | +74.1% |
| 5Y | +85.1% | +370.6% | -285.5% | +91.6% |
| All | +156.0% | +276.5% | -120.5% | +155.3% |
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