+52.0%
KR vs VIAV
+139.8%
-87.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.6% | -0.9% | +2.8% |
| 7D | -0.2% | +11.2% | -11.3% | 0.0% |
| 30D | +5.1% | -10.1% | +15.2% | +5.0% |
| 3M | -8.2% | -22.9% | +14.7% | -8.1% |
| 6M | -18.0% | +28.8% | -46.8% | -18.3% |
| YTD | -4.8% | +117.5% | -122.2% | -6.5% |
| 1Y | -11.0% | +216.1% | -227.1% | -14.2% |
| 3Y | +37.7% | +292.2% | -254.5% | +29.4% |
| All | +52.0% | +139.8% | -87.8% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling