+36.4%
KR vs ROIV
+319.8%
-283.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | -3.1% | +22.3% | -25.4% | -2.7% |
| 30D | +0.6% | +16.9% | -16.2% | +0.9% |
| 3M | -9.8% | +43.9% | -53.7% | -9.3% |
| 6M | -22.1% | +41.6% | -63.7% | -21.7% |
| YTD | -8.1% | +92.7% | -100.8% | -7.4% |
| 1Y | -14.7% | +210.2% | -224.8% | -13.6% |
| 3Y | +28.6% | +231.8% | -203.3% | +30.2% |
| 5Y | +36.4% | +319.8% | -283.4% | +34.2% |
| All | +36.4% | +319.8% | -283.4% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling