+840.6%
KR vs TPR
+8,009.8%
-7,169.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +4.6% | -0.3% | +4.9% | +4.6% |
| 30D | +12.2% | +15.1% | -2.9% | +10.2% |
| 3M | +24.6% | +3.5% | +21.0% | +23.9% |
| 6M | +8.2% | +0.4% | +7.7% | +7.5% |
| YTD | +15.3% | +4.6% | +10.7% | +13.3% |
| 1Y | +9.8% | +33.1% | -23.3% | +4.5% |
| 3Y | +71.4% | +396.0% | -324.6% | +33.4% |
| 5Y | +85.1% | +230.3% | -145.2% | +48.8% |
| 10Y | +159.4% | +368.4% | -209.1% | +81.6% |
| All | +840.6% | +8,009.8% | -7,169.2% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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