+229.2%
TER vs KR
-13.3%
+242.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +5.2% |
| 7D | +6.4% | -0.2% | +6.5% | +6.3% |
| 30D | -5.7% | +5.1% | -10.7% | -0.7% |
| 3M | -0.4% | -8.2% | +7.8% | -3.3% |
| 6M | +25.8% | -18.0% | +43.8% | +14.5% |
| YTD | +96.4% | -4.8% | +101.2% | +95.9% |
| 1Y | +229.2% | -11.0% | +240.3% | +211.5% |
| All | +229.2% | -13.3% | +242.5% | +211.5% |
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