+43.4%
XLK vs KR
-12.5%
+55.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.8% |
| 7D | +0.9% | +1.5% | -0.7% | +1.4% |
| 30D | +0.7% | +4.1% | -3.3% | +2.4% |
| 3M | -2.9% | -5.2% | +2.3% | -3.9% |
| 6M | +34.3% | -12.8% | +47.0% | +29.5% |
| YTD | +30.4% | -4.6% | +35.0% | +29.1% |
| 1Y | +43.4% | -11.7% | +55.0% | +40.1% |
| All | +43.4% | -12.5% | +55.8% | +40.1% |
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