+133.4%
KR vs VRSN
+299.1%
-165.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +2.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | +5.1% | +3.8% | +1.3% | +4.4% |
| 3M | -8.2% | +5.0% | -13.2% | -9.0% |
| 6M | -18.0% | +24.9% | -42.9% | -20.9% |
| YTD | -4.8% | +21.6% | -26.4% | -8.0% |
| 1Y | -11.0% | +2.4% | -13.4% | -11.7% |
| 3Y | +37.7% | +47.3% | -9.7% | +27.6% |
| 5Y | +52.8% | +34.7% | +18.0% | +41.6% |
| All | +133.4% | +299.1% | -165.7% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling