+37.7%
KR vs VEEV
+18.9%
+18.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | -0.2% | -4.6% | +4.4% | -0.2% |
| 30D | +5.1% | +8.6% | -3.6% | +5.2% |
| 3M | -8.2% | +62.4% | -70.6% | -7.4% |
| 6M | -18.0% | +40.3% | -58.2% | -17.7% |
| YTD | -4.8% | +17.5% | -22.3% | -5.0% |
| 1Y | -11.0% | -6.1% | -4.9% | -11.6% |
| 3Y | +37.7% | +16.7% | +21.0% | +36.9% |
| All | +37.7% | +18.9% | +18.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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