+47.7%
XLE vs KR
+10.4%
+37.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | +5.4% | +4.6% | +0.8% | +4.7% |
| 30D | -3.9% | +12.2% | -16.2% | -6.0% |
| 3M | +7.0% | +24.6% | -17.5% | +2.4% |
| 6M | +14.2% | +8.2% | +6.0% | +13.5% |
| YTD | +48.2% | +15.3% | +32.9% | +45.7% |
| 1Y | +47.7% | +9.8% | +37.9% | +45.2% |
| All | +47.7% | +10.4% | +37.3% | +45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling