+54.8%
ON vs KR
-12.5%
+67.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.1% |
| 7D | +2.4% | +1.5% | +0.9% | +3.2% |
| 30D | -3.3% | +4.1% | -7.4% | -1.2% |
| 3M | -43.6% | -5.2% | -38.4% | -43.8% |
| 6M | +19.0% | -12.8% | +31.7% | +13.9% |
| YTD | +37.4% | -4.6% | +42.0% | +35.1% |
| 1Y | +54.8% | -11.7% | +66.4% | +51.5% |
| All | +54.8% | -12.5% | +67.2% | +51.5% |
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