-11.0%
KR vs VRTX
+32.7%
-43.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | -0.2% | -5.6% | +5.4% | -0.3% |
| 30D | +5.1% | -2.0% | +7.0% | +5.1% |
| 3M | -8.2% | +15.8% | -24.0% | -7.5% |
| 6M | -18.0% | +4.7% | -22.7% | -17.9% |
| YTD | -4.8% | +13.7% | -18.5% | -4.6% |
| 1Y | -11.0% | +29.7% | -40.7% | -12.0% |
| All | -11.0% | +32.7% | -43.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling