-16.1%
TEAM vs KR
+30.0%
-46.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +1.1% |
| 7D | -7.8% | -2.7% | -5.1% | -8.1% |
| 30D | +16.5% | +1.9% | +14.6% | +16.8% |
| 3M | +96.2% | -11.0% | +107.2% | +92.2% |
| 6M | +130.2% | -20.2% | +150.4% | +122.6% |
| YTD | +10.7% | -7.3% | +18.0% | +10.2% |
| 1Y | +3.0% | -13.1% | +16.1% | +1.6% |
| All | -16.1% | +30.0% | -46.1% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling