+133.4%
KR vs TRGP
+863.3%
-729.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -0.2% | +0.1% | -0.2% | -0.2% |
| 30D | +5.1% | +8.0% | -3.0% | +4.7% |
| 3M | -8.2% | +8.3% | -16.4% | -8.5% |
| 6M | -18.0% | +23.9% | -41.9% | -18.7% |
| YTD | -4.8% | +59.6% | -64.4% | -6.6% |
| 1Y | -11.0% | +79.4% | -90.5% | -13.1% |
| 3Y | +37.7% | +269.4% | -231.8% | +29.9% |
| 5Y | +52.8% | +641.6% | -588.9% | +41.3% |
| All | +133.4% | +863.3% | -729.9% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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