+607.2%
KR vs SPXU
-100.0%
+707.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +1.1% |
| 7D | -2.7% | +6.4% | -9.0% | -1.9% |
| 30D | +1.9% | +5.9% | -4.0% | +2.7% |
| 3M | -11.0% | -11.7% | +0.6% | -12.3% |
| 6M | -20.2% | -28.7% | +8.5% | -23.4% |
| YTD | -7.3% | -26.4% | +19.1% | -10.5% |
| 1Y | -13.1% | -35.2% | +22.1% | -17.5% |
| 3Y | +29.7% | -79.8% | +109.5% | +7.3% |
| 5Y | +48.8% | -86.1% | +134.8% | +22.9% |
| 10Y | +122.8% | -99.5% | +222.3% | +15.9% |
| All | +607.2% | -100.0% | +707.2% | +112.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling