+4,143.0%
KR vs TECH
+100,802.5%
-96,659.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +0.6% | +0.3% | +0.3% | +0.6% |
| 3M | -9.8% | +32.9% | -42.7% | -12.1% |
| 6M | -22.1% | +32.1% | -54.2% | -24.5% |
| YTD | -8.1% | +23.4% | -31.5% | -10.5% |
| 1Y | -14.7% | +34.1% | -48.7% | -17.7% |
| 3Y | +28.6% | +2.2% | +26.4% | +25.2% |
| 5Y | +36.4% | -41.8% | +78.2% | +38.4% |
| 10Y | +120.8% | +188.9% | -68.1% | +86.5% |
| All | +4,143.0% | +100,802.5% | -96,659.5% | +1,275.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling