+462.8%
KR price history and return analytics
+371.8%
+91.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.6% |
| 30D | +1.5% | -0.2% | +1.8% | +1.6% |
| 3M | -8.5% | +4.5% | -13.1% | -10.2% |
| 6M | -21.9% | +14.1% | -35.9% | -26.0% |
| YTD | -6.9% | +14.8% | -21.6% | -12.2% |
| 1Y | -14.0% | +21.2% | -35.2% | -20.7% |
| 3Y | +30.3% | +76.6% | -46.3% | +2.2% |
| 5Y | +37.7% | +66.6% | -28.9% | +9.4% |
| 10Y | +125.2% | +222.3% | -97.1% | +29.9% |
| All | +462.8% | +371.8% | +91.0% | +167.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling