+34,107.2%
LOW vs KR
+4,362.7%
+29,744.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -2.6% | -2.7% | 0.0% | -2.0% |
| 30D | -11.1% | +1.9% | -13.1% | -11.6% |
| 3M | -8.5% | -11.0% | +2.5% | -6.1% |
| 6M | -20.8% | -20.2% | -0.6% | -16.8% |
| YTD | -17.2% | -7.3% | -9.9% | -16.4% |
| 1Y | -24.7% | -13.1% | -11.6% | -22.9% |
| 3Y | -9.7% | +29.7% | -39.5% | -17.8% |
| 5Y | +6.0% | +48.8% | -42.8% | -8.6% |
| 10Y | +230.5% | +122.8% | +107.7% | +142.9% |
| All | +34,107.2% | +4,362.7% | +29,744.5% | +10,961.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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