-13.5%
KR vs SOLS
+17.0%
-30.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.8% | +2.7% |
| 7D | -0.2% | -3.5% | +3.3% | -0.4% |
| 30D | +5.1% | -1.0% | +6.0% | +5.0% |
| 3M | -8.2% | -24.1% | +15.9% | -9.7% |
| 6M | -18.0% | -18.0% | 0.0% | -18.9% |
| YTD | -4.8% | +27.1% | -31.8% | -5.5% |
| All | -13.5% | +17.0% | -30.5% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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