+52.0%
KR vs XME
+162.6%
-110.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.8% |
| 7D | -0.2% | -4.2% | +4.0% | +0.1% |
| 30D | +5.1% | -2.7% | +7.8% | +5.2% |
| 3M | -8.2% | -3.9% | -4.2% | -7.9% |
| 6M | -18.0% | -1.0% | -17.0% | -18.3% |
| YTD | -4.8% | +9.8% | -14.6% | -6.6% |
| 1Y | -11.0% | +32.5% | -43.6% | -15.2% |
| 3Y | +37.7% | +124.3% | -86.7% | +18.1% |
| All | +52.0% | +162.6% | -110.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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