+740.1%
TEAM vs KR
+73.1%
+667.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.6% | -7.0% |
| 7D | -5.7% | -1.3% | -4.4% | -5.7% |
| 30D | +18.3% | +1.5% | +16.8% | +18.4% |
| 3M | +80.2% | -8.5% | +88.7% | +80.0% |
| 6M | +111.0% | -21.9% | +132.9% | +110.5% |
| YTD | +8.8% | -6.9% | +15.7% | +8.7% |
| 1Y | +2.2% | -14.0% | +16.1% | +2.1% |
| 3Y | -14.6% | +30.3% | -44.9% | -15.8% |
| 5Y | -53.8% | +37.7% | -91.5% | -54.5% |
| 10Y | +475.2% | +125.2% | +350.0% | +449.7% |
| All | +740.1% | +73.1% | +667.0% | +803.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling