+48.6%
MAR vs KR
+11.3%
+37.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | +4.4% | +5.3% | -0.9% | +4.4% |
| 30D | +15.5% | +18.9% | -3.4% | +15.7% |
| 3M | +15.7% | +23.3% | -7.6% | +16.1% |
| 6M | +18.2% | +5.0% | +13.2% | +16.8% |
| YTD | +35.3% | +13.0% | +22.3% | +28.8% |
| 1Y | +48.6% | +12.4% | +36.2% | +41.5% |
| All | +48.6% | +11.3% | +37.3% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling