+1,345.7%
KR vs VSAT
+1,423.4%
-77.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.6% | -1.0% |
| 7D | -3.1% | +3.5% | -6.5% | -3.2% |
| 30D | +0.6% | -14.7% | +15.3% | +1.3% |
| 3M | -9.8% | +13.2% | -23.0% | -10.9% |
| 6M | -22.1% | +57.4% | -79.5% | -24.8% |
| YTD | -8.1% | +110.0% | -118.1% | -12.9% |
| 1Y | -14.7% | +134.4% | -149.1% | -20.0% |
| 3Y | +28.6% | +203.5% | -175.0% | +13.8% |
| 5Y | +36.4% | +47.1% | -10.8% | +23.4% |
| 10Y | +120.8% | +0.4% | +120.4% | +99.8% |
| All | +1,345.7% | +1,423.4% | -77.7% | +867.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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