+115.0%
TEAM vs KR
-21.3%
+136.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.6% | -6.7% |
| 7D | -5.7% | -1.3% | -4.4% | -5.5% |
| 30D | +18.3% | +1.5% | +16.8% | +18.1% |
| 3M | +80.2% | -8.5% | +88.7% | +77.0% |
| All | +115.0% | -21.3% | +136.4% | +112.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling