+379.1%
V vs KR
+129.5%
+249.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.7% |
| 7D | -1.2% | -0.2% | -1.1% | -1.2% |
| 30D | +3.1% | +5.1% | -2.0% | +2.8% |
| 3M | +16.3% | -8.2% | +24.5% | +16.8% |
| 6M | +20.4% | -18.0% | +38.4% | +21.5% |
| YTD | +6.3% | -4.8% | +11.0% | +6.3% |
| 1Y | +8.7% | -11.0% | +19.7% | +9.1% |
| 3Y | +53.3% | +37.7% | +15.6% | +49.3% |
| 5Y | +71.1% | +52.8% | +18.3% | +65.1% |
| All | +379.1% | +129.5% | +249.6% | +342.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling