-0.3%
SPOT vs KR
+10.2%
-10.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.4% | +4.3% |
| 7D | +16.6% | +6.1% | +10.5% | +16.0% |
| 30D | +29.9% | +17.3% | +12.6% | +29.6% |
| 3M | +31.3% | +20.2% | +11.1% | +31.3% |
| 6M | +43.2% | +3.3% | +39.9% | +37.9% |
| YTD | +8.1% | +12.3% | -4.2% | +7.9% |
| 1Y | -0.3% | +10.6% | -10.9% | -1.3% |
| All | -0.3% | +10.2% | -10.5% | -1.3% |
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