+199.8%
TER vs KR
-12.5%
+212.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.6% |
| 7D | +0.6% | +1.5% | -0.9% | +2.1% |
| 30D | -8.3% | +4.1% | -12.4% | -4.4% |
| 3M | -12.2% | -5.2% | -7.0% | -12.3% |
| 6M | +17.0% | -12.8% | +29.8% | +9.9% |
| YTD | +84.6% | -4.6% | +89.2% | +84.2% |
| 1Y | +199.8% | -11.7% | +211.5% | +178.7% |
| All | +199.8% | -12.5% | +212.3% | +178.7% |
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