+52.0%
KR vs SPXU
-86.1%
+138.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +2.6% |
| 7D | -0.2% | +2.5% | -2.7% | -0.1% |
| 30D | +5.1% | +4.2% | +0.9% | +5.2% |
| 3M | -8.2% | -9.3% | +1.1% | -8.4% |
| 6M | -18.0% | -30.7% | +12.7% | -19.0% |
| YTD | -4.8% | -28.1% | +23.4% | -5.8% |
| 1Y | -11.0% | -35.2% | +24.2% | -12.5% |
| 3Y | +37.7% | -79.9% | +117.6% | +24.8% |
| All | +52.0% | -86.1% | +138.2% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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