+12.8%
TEAM vs KR
-12.5%
+25.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.8% | -2.6% |
| 7D | -0.4% | +1.5% | -1.9% | -0.3% |
| 30D | +67.3% | +4.1% | +63.2% | +67.5% |
| 3M | +86.8% | -5.2% | +92.0% | +84.3% |
| 6M | +146.8% | -12.8% | +159.6% | +142.1% |
| YTD | +16.9% | -4.6% | +21.5% | +17.5% |
| 1Y | +12.8% | -11.7% | +24.5% | +12.9% |
| All | +12.8% | -12.5% | +25.3% | +12.9% |
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