+4,297.1%
KR vs XEL
+1,928.4%
+2,368.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | +5.1% | -3.9% | +9.0% | +6.1% |
| 3M | -8.2% | -2.8% | -5.3% | -7.6% |
| 6M | -18.0% | -5.4% | -12.6% | -17.0% |
| YTD | -4.8% | +3.8% | -8.5% | -5.8% |
| 1Y | -11.0% | +6.8% | -17.9% | -12.8% |
| 3Y | +37.7% | +45.6% | -7.9% | +23.9% |
| 5Y | +52.8% | +30.7% | +22.1% | +40.6% |
| 10Y | +128.8% | +151.7% | -22.9% | +73.2% |
| All | +4,297.1% | +1,928.4% | +2,368.7% | +1,590.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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