+84.1%
KR vs VRTX
+187.6%
-103.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.2% | +1.5% |
| 7D | +4.6% | -1.6% | +6.1% | +4.7% |
| 30D | +12.2% | +8.0% | +4.2% | +11.8% |
| 3M | +24.6% | +4.3% | +20.3% | +24.3% |
| 6M | +8.2% | +18.9% | -10.7% | +7.3% |
| YTD | +15.3% | +18.8% | -3.5% | +14.2% |
| 1Y | +9.8% | +24.0% | -14.2% | +8.5% |
| 3Y | +71.4% | +42.1% | +29.2% | +66.1% |
| All | +84.1% | +187.6% | -103.5% | +100.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling