+29.6%
SNOW vs KR
+103.3%
-73.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | 0.0% |
| 7D | -2.4% | -0.2% | -2.3% | -2.4% |
| 30D | -1.0% | +5.1% | -6.0% | -0.5% |
| 3M | +36.9% | -8.2% | +45.0% | +35.9% |
| 6M | +83.4% | -18.0% | +101.3% | +80.7% |
| YTD | +50.0% | -4.8% | +54.7% | +50.0% |
| 1Y | +46.5% | -11.0% | +57.6% | +45.9% |
| 3Y | +93.3% | +37.7% | +55.7% | +98.2% |
| 5Y | +3.3% | +52.8% | -49.5% | +7.9% |
| All | +29.6% | +103.3% | -73.7% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling