+37.7%
KR vs VICR
+209.3%
-171.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.2% | -8.5% | +3.5% |
| 7D | -0.2% | +5.0% | -5.1% | +0.2% |
| 30D | +5.1% | -12.5% | +17.5% | +4.3% |
| 3M | -8.2% | -33.6% | +25.4% | -9.9% |
| 6M | -18.0% | +10.7% | -28.7% | -16.5% |
| YTD | -4.8% | +80.6% | -85.3% | -1.4% |
| 1Y | -11.0% | +288.4% | -299.4% | -5.7% |
| 3Y | +37.7% | +213.8% | -176.1% | +47.4% |
| All | +37.7% | +209.3% | -171.6% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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