+733.7%
KR vs VRSN
+6,532.2%
-5,798.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.5% |
| 7D | -3.1% | -1.0% | -2.0% | -3.0% |
| 30D | +0.6% | -1.9% | +2.5% | +0.8% |
| 3M | -9.8% | +1.4% | -11.2% | -9.9% |
| 6M | -22.1% | +19.0% | -41.2% | -23.2% |
| YTD | -8.1% | +19.2% | -27.3% | -9.5% |
| 1Y | -14.7% | +1.7% | -16.3% | -14.9% |
| 3Y | +28.6% | +41.4% | -12.9% | +24.6% |
| 5Y | +36.4% | +31.7% | +4.7% | +32.3% |
| 10Y | +120.8% | +290.3% | -169.5% | +97.0% |
| All | +733.7% | +6,532.2% | -5,798.6% | +341.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling