+14,784.7%
TER vs KR
+4,382.3%
+10,402.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.8% |
| 7D | +11.0% | -1.3% | +12.2% | +11.3% |
| 30D | -1.9% | +1.5% | -3.4% | -2.4% |
| 3M | -0.7% | -8.5% | +7.9% | +0.3% |
| 6M | +36.4% | -21.9% | +58.2% | +41.9% |
| YTD | +92.4% | -6.9% | +99.3% | +90.9% |
| 1Y | +213.5% | -14.0% | +227.5% | +215.2% |
| 3Y | +277.2% | +30.3% | +246.9% | +230.5% |
| 5Y | +219.1% | +37.7% | +181.4% | +167.4% |
| 10Y | +1,744.2% | +125.2% | +1,619.1% | +1,145.2% |
| All | +14,784.7% | +4,382.3% | +10,402.4% | +2,990.5% |
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 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