+6,467.7%
TRV vs KR
+4,362.7%
+2,105.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | -1.5% | -2.7% | +1.2% | -0.9% |
| 30D | -1.8% | +1.9% | -3.7% | -2.2% |
| 3M | +21.6% | -11.0% | +32.6% | +24.4% |
| 6M | +22.5% | -20.2% | +42.7% | +28.1% |
| YTD | +28.1% | -7.3% | +35.4% | +29.4% |
| 1Y | +37.0% | -13.1% | +50.1% | +40.1% |
| 3Y | +141.9% | +29.7% | +112.2% | +124.4% |
| 5Y | +158.5% | +48.8% | +109.7% | +128.7% |
| 10Y | +297.5% | +122.8% | +174.8% | +203.2% |
| All | +6,467.7% | +4,362.7% | +2,105.0% | +2,598.4% |
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