+7,169.4%
NEE vs KR
+4,322.8%
+2,846.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.2% |
| 7D | -0.5% | -3.1% | +2.5% | -0.1% |
| 30D | -1.7% | +0.6% | -2.3% | -1.8% |
| 3M | -1.8% | -9.8% | +7.9% | -0.5% |
| 6M | -8.8% | -22.1% | +13.3% | -5.7% |
| YTD | +5.2% | -8.1% | +13.3% | +6.1% |
| 1Y | +21.3% | -14.7% | +36.0% | +23.5% |
| 3Y | +35.2% | +28.6% | +6.6% | +28.7% |
| 5Y | +10.1% | +36.4% | -26.2% | +2.9% |
| 10Y | +253.2% | +120.8% | +132.5% | +197.8% |
| All | +7,169.4% | +4,322.8% | +2,846.6% | +4,037.5% |
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 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