+37.7%
KR vs SPXL
+221.9%
-184.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.9% |
| 7D | -0.2% | -2.5% | +2.4% | -0.3% |
| 30D | +5.1% | -4.2% | +9.3% | +4.8% |
| 3M | -8.2% | +8.1% | -16.3% | -7.6% |
| 6M | -18.0% | +35.6% | -53.6% | -16.4% |
| YTD | -4.8% | +28.8% | -33.6% | -3.0% |
| 1Y | -11.0% | +39.8% | -50.9% | -9.2% |
| 3Y | +37.7% | +221.4% | -183.7% | +36.6% |
| All | +37.7% | +221.9% | -184.3% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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