+52.0%
V vs KR
+28.8%
+23.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.3% |
| 7D | -2.9% | -3.1% | +0.1% | -2.7% |
| 30D | +1.9% | +0.6% | +1.3% | +1.9% |
| 3M | +13.2% | -9.8% | +23.0% | +13.5% |
| 6M | +16.7% | -22.1% | +38.9% | +17.3% |
| YTD | +5.4% | -8.1% | +13.5% | +5.1% |
| 1Y | +7.7% | -14.7% | +22.3% | +7.9% |
| All | +52.0% | +28.8% | +23.2% | +47.4% |
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 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