+133.4%
KR price history and return analytics
+229.8%
-96.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.5% |
| 7D | -0.2% | -1.1% | +0.9% | 0.0% |
| 30D | +5.1% | -1.0% | +6.0% | +5.2% |
| 3M | -8.2% | +3.2% | -11.3% | -8.8% |
| 6M | -18.0% | +12.5% | -30.5% | -20.2% |
| YTD | -4.8% | +14.1% | -18.8% | -7.8% |
| 1Y | -11.0% | +18.9% | -29.9% | -14.8% |
| 3Y | +37.7% | +74.1% | -36.4% | +17.7% |
| 5Y | +52.8% | +66.9% | -14.1% | +30.8% |
| All | +133.4% | +229.8% | -96.4% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling