+52.0%
KR vs VRSN
+33.8%
+18.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.3% |
| 3M | -8.2% | +5.0% | -13.2% | -9.1% |
| 6M | -18.0% | +24.9% | -42.9% | -21.0% |
| YTD | -4.8% | +21.6% | -26.4% | -8.0% |
| 1Y | -11.0% | +2.4% | -13.4% | -11.6% |
| 3Y | +37.7% | +47.3% | -9.7% | +26.4% |
| All | +52.0% | +33.8% | +18.2% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling