+4,446.3%
KR vs VRTX
+11,704.9%
-7,258.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.7% |
| 3M | +24.6% | +4.3% | +20.3% | +24.2% |
| 6M | +8.2% | +18.9% | -10.7% | +7.0% |
| YTD | +15.3% | +18.8% | -3.5% | +13.8% |
| 1Y | +9.8% | +24.0% | -14.2% | +8.0% |
| 3Y | +71.4% | +42.1% | +29.2% | +66.3% |
| 5Y | +85.1% | +187.6% | -102.5% | +71.3% |
| 10Y | +159.4% | +485.4% | -326.1% | +127.5% |
| All | +4,446.3% | +11,704.9% | -7,258.6% | +2,770.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling