+133.4%
KR vs TECH
+189.9%
-56.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | -0.4% | +0.3% | -0.2% |
| 30D | +5.1% | 0.0% | +5.1% | +5.1% |
| 3M | -8.2% | +33.7% | -41.8% | -8.5% |
| 6M | -18.0% | +34.9% | -52.9% | -18.4% |
| YTD | -4.8% | +23.2% | -27.9% | -5.1% |
| 1Y | -11.0% | +36.3% | -47.3% | -11.7% |
| 3Y | +37.7% | +2.3% | +35.4% | +37.8% |
| 5Y | +52.8% | -42.9% | +95.7% | +56.5% |
| All | +133.4% | +189.9% | -56.6% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling