+52.0%
KR vs VICR
+57.6%
-5.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.2% | -8.5% | +3.2% |
| 7D | -0.2% | +5.0% | -5.1% | 0.0% |
| 30D | +5.1% | -12.5% | +17.5% | +4.6% |
| 3M | -8.2% | -33.6% | +25.4% | -9.2% |
| 6M | -18.0% | +10.7% | -28.7% | -17.3% |
| YTD | -4.8% | +80.6% | -85.3% | -3.1% |
| 1Y | -11.0% | +288.4% | -299.4% | -8.5% |
| 3Y | +37.7% | +213.8% | -176.1% | +41.7% |
| All | +52.0% | +57.6% | -5.6% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling