+714.1%
KR vs TDG
+13,008.0%
-12,293.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.6% |
| 7D | -0.2% | -1.9% | +1.7% | +0.1% |
| 30D | +5.1% | -7.7% | +12.8% | +6.1% |
| 3M | -8.2% | -9.3% | +1.2% | -7.1% |
| 6M | -18.0% | -9.4% | -8.6% | -17.3% |
| YTD | -4.8% | -14.3% | +9.5% | -3.4% |
| 1Y | -11.0% | -11.8% | +0.8% | -10.2% |
| 3Y | +37.7% | +52.0% | -14.3% | +28.3% |
| 5Y | +52.8% | +128.8% | -76.1% | +33.3% |
| 10Y | +128.8% | +543.8% | -415.0% | +52.2% |
| All | +714.1% | +13,008.0% | -12,293.8% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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