+973.8%
KR vs VNQ
+386.3%
+587.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.5% |
| 7D | -0.2% | -1.3% | +1.1% | +0.2% |
| 30D | +5.1% | -2.6% | +7.6% | +5.8% |
| 3M | -8.2% | -2.0% | -6.1% | -7.6% |
| 6M | -18.0% | +4.3% | -22.3% | -18.9% |
| YTD | -4.8% | +9.2% | -14.0% | -7.0% |
| 1Y | -11.0% | +5.6% | -16.6% | -12.3% |
| 3Y | +37.7% | +30.8% | +6.8% | +27.2% |
| 5Y | +52.8% | +8.0% | +44.8% | +47.3% |
| 10Y | +128.8% | +63.7% | +65.1% | +91.9% |
| All | +973.8% | +386.3% | +587.5% | +504.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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