-11.7%
KR vs VGT
+40.8%
-52.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.3% |
| 7D | +1.5% | +1.0% | +0.5% | +2.0% |
| 30D | +4.1% | +1.3% | +2.8% | +4.8% |
| 3M | -5.2% | -1.1% | -4.1% | -4.7% |
| 6M | -12.8% | +32.6% | -45.4% | -0.5% |
| YTD | -4.6% | +29.0% | -33.6% | +7.7% |
| 1Y | -11.7% | +39.7% | -51.4% | +6.9% |
| All | -11.7% | +40.8% | -52.4% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling