+37.7%
KR vs TRI
-18.9%
+56.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.5% |
| 7D | -0.2% | -7.9% | +7.7% | +0.7% |
| 30D | +5.1% | -4.5% | +9.6% | +5.5% |
| 3M | -8.2% | +22.1% | -30.3% | -10.0% |
| 6M | -18.0% | -2.8% | -15.2% | -18.6% |
| YTD | -4.8% | -23.4% | +18.6% | -3.1% |
| 1Y | -11.0% | -41.5% | +30.5% | -7.0% |
| 3Y | +37.7% | -19.2% | +56.9% | +43.1% |
| All | +37.7% | -18.9% | +56.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling