+20.7%
XLK vs KR
+10.2%
+10.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | +1.3% |
| 7D | -7.6% | +6.1% | -13.7% | -5.3% |
| 30D | -12.2% | +17.3% | -29.5% | -6.1% |
| 3M | -5.5% | +20.2% | -25.6% | +2.3% |
| 6M | +9.2% | +3.3% | +5.8% | +13.3% |
| YTD | +23.0% | +12.3% | +10.7% | +30.0% |
| 1Y | +20.7% | +10.6% | +10.1% | +27.6% |
| All | +20.7% | +10.2% | +10.5% | +27.6% |
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 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