+3,410.7%
KR vs VIAV
+3,187.5%
+223.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.5% | +5.4% | +1.1% |
| 7D | -2.7% | +11.2% | -13.9% | -3.2% |
| 30D | +1.9% | -2.6% | +4.5% | +1.9% |
| 3M | -11.0% | -20.1% | +9.1% | -10.5% |
| 6M | -20.2% | +25.8% | -46.0% | -22.1% |
| YTD | -7.3% | +109.9% | -117.2% | -12.4% |
| 1Y | -13.1% | +214.3% | -227.4% | -20.0% |
| 3Y | +29.7% | +281.6% | -251.9% | +17.1% |
| 5Y | +48.8% | +132.6% | -83.8% | +37.4% |
| 10Y | +122.8% | +396.7% | -273.9% | +94.5% |
| All | +3,410.7% | +3,187.5% | +223.2% | +2,390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling