+3,341.8%
V vs KR
+692.3%
+2,649.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.0% |
| 7D | +0.9% | +4.6% | -3.7% | 0.0% |
| 30D | +9.0% | +12.2% | -3.2% | +6.5% |
| 3M | +16.7% | +24.6% | -7.8% | +11.6% |
| 6M | +33.4% | +8.2% | +25.2% | +30.9% |
| YTD | +22.4% | +15.3% | +7.1% | +17.8% |
| 1Y | +27.7% | +9.8% | +17.9% | +24.1% |
| 3Y | +78.0% | +71.4% | +6.6% | +55.1% |
| 5Y | +108.5% | +85.1% | +23.5% | +74.7% |
| 10Y | +459.0% | +159.4% | +299.7% | +300.0% |
| All | +3,341.8% | +692.3% | +2,649.5% | +1,264.6% |
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 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