+796.1%
KR vs XHB
+161.2%
+635.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.4% |
| 7D | -0.2% | -4.6% | +4.5% | +0.9% |
| 30D | +5.1% | -9.1% | +14.2% | +7.2% |
| 3M | -8.2% | -8.6% | +0.4% | -6.6% |
| 6M | -18.0% | -4.0% | -14.0% | -17.9% |
| YTD | -4.8% | -3.9% | -0.8% | -4.9% |
| 1Y | -11.0% | -16.5% | +5.4% | -8.4% |
| 3Y | +37.7% | +22.6% | +15.1% | +26.6% |
| 5Y | +52.8% | +33.9% | +18.8% | +35.0% |
| 10Y | +128.8% | +213.0% | -84.2% | +56.8% |
| All | +796.1% | +161.2% | +635.0% | +441.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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