+11.3%
NEE vs KR
+52.3%
-41.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.6% |
| 7D | -1.3% | -0.2% | -1.2% | -1.3% |
| 30D | -3.3% | +5.1% | -8.4% | -4.1% |
| 3M | -2.3% | -8.2% | +5.9% | -1.1% |
| 6M | -8.9% | -18.0% | +9.1% | -6.1% |
| YTD | +4.8% | -4.8% | +9.5% | +5.0% |
| 1Y | +18.7% | -11.0% | +29.8% | +20.3% |
| 3Y | +33.2% | +37.7% | -4.4% | +23.4% |
| All | +11.3% | +52.3% | -41.0% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling