+292.2%
TER vs KR
+28.8%
+263.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.5% | +2.4% |
| 7D | +12.4% | -3.1% | +15.4% | +10.6% |
| 30D | +5.1% | +0.6% | +4.5% | +5.8% |
| 3M | +4.0% | -9.8% | +13.7% | +1.5% |
| 6M | +29.5% | -22.1% | +51.7% | +21.0% |
| YTD | +98.5% | -8.1% | +106.6% | +94.8% |
| 1Y | +234.1% | -14.7% | +248.7% | +223.4% |
| All | +292.2% | +28.8% | +263.4% | +286.0% |
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