+30.3%
KR vs ROIV
+253.6%
-223.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +18.8% | -21.1% | -1.8% |
| 7D | -1.3% | +20.2% | -21.4% | -0.6% |
| 30D | +1.5% | +14.1% | -12.6% | +2.1% |
| 3M | -8.5% | +45.6% | -54.1% | -7.6% |
| 6M | -21.9% | +44.1% | -66.0% | -21.1% |
| YTD | -6.9% | +91.2% | -98.0% | -6.0% |
| 1Y | -14.0% | +221.3% | -235.3% | -13.0% |
| 3Y | +30.3% | +229.2% | -198.9% | +30.1% |
| All | +30.3% | +253.6% | -223.3% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling