+33.9%
AAPL vs KR
-12.5%
+46.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | +1.5% | -1.4% | +0.1% |
| 30D | +3.0% | +4.1% | -1.1% | +3.1% |
| 3M | +2.9% | -5.2% | +8.1% | +2.2% |
| 6M | +22.1% | -12.8% | +34.9% | +19.7% |
| YTD | +18.0% | -4.6% | +22.6% | +15.2% |
| 1Y | +33.9% | -11.7% | +45.6% | +30.4% |
| All | +33.9% | -12.5% | +46.4% | +30.4% |
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