+52.0%
KR vs VEEV
-13.7%
+65.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | -0.2% | -4.6% | +4.4% | -0.3% |
| 30D | +5.1% | +8.6% | -3.6% | +5.4% |
| 3M | -8.2% | +62.4% | -70.6% | -6.7% |
| 6M | -18.0% | +40.3% | -58.2% | -17.1% |
| YTD | -4.8% | +17.5% | -22.3% | -4.4% |
| 1Y | -11.0% | -6.1% | -4.9% | -11.4% |
| 3Y | +37.7% | +16.7% | +21.0% | +39.0% |
| All | +52.0% | -13.7% | +65.8% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling