+788.1%
KR vs VGT
+2,251.7%
-1,463.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | -2.7% | -1.0% | -1.6% | -2.4% |
| 30D | +1.9% | -0.4% | +2.4% | +2.0% |
| 3M | -11.0% | +6.6% | -17.7% | -13.0% |
| 6M | -20.2% | +31.0% | -51.2% | -26.7% |
| YTD | -7.3% | +27.2% | -34.5% | -14.3% |
| 1Y | -13.1% | +34.5% | -47.6% | -21.3% |
| 3Y | +29.7% | +123.1% | -93.4% | -2.6% |
| 5Y | +48.8% | +135.1% | -86.3% | +6.6% |
| 10Y | +122.8% | +803.4% | -680.6% | -16.2% |
| All | +788.1% | +2,251.7% | -1,463.6% | +100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling