+727.0%
KR vs TRI
+499.2%
+227.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.2% |
| 7D | -2.7% | -14.4% | +11.7% | +0.5% |
| 30D | +1.9% | -8.1% | +10.1% | +3.6% |
| 3M | -11.0% | +17.5% | -28.6% | -14.6% |
| 6M | -20.2% | -5.0% | -15.3% | -20.4% |
| YTD | -7.3% | -24.7% | +17.4% | -3.4% |
| 1Y | -13.1% | -41.5% | +28.4% | -4.3% |
| 3Y | +29.7% | -20.3% | +50.1% | +31.4% |
| 5Y | +48.8% | -10.9% | +59.7% | +45.4% |
| 10Y | +122.8% | +190.6% | -67.8% | +56.0% |
| All | +727.0% | +499.2% | +227.7% | +290.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling