+37.7%
KR vs VIAV
+293.0%
-255.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.6% | -0.9% | +2.9% |
| 7D | -0.2% | +11.2% | -11.3% | +0.3% |
| 30D | +5.1% | -10.1% | +15.2% | +4.8% |
| 3M | -8.2% | -22.9% | +14.7% | -8.5% |
| 6M | -18.0% | +28.8% | -46.8% | -17.0% |
| YTD | -4.8% | +117.5% | -122.2% | -3.3% |
| 1Y | -11.0% | +216.1% | -227.1% | -10.0% |
| 3Y | +37.7% | +292.2% | -254.5% | +36.1% |
| All | +37.7% | +293.0% | -255.3% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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