+127.8%
AAPL vs KR
+52.3%
+75.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +1.7% |
| 7D | +3.8% | -0.2% | +4.0% | +3.8% |
| 30D | +9.9% | +5.1% | +4.9% | +9.8% |
| 3M | +12.5% | -8.2% | +20.6% | +12.5% |
| 6M | +27.6% | -18.0% | +45.6% | +27.8% |
| YTD | +22.6% | -4.8% | +27.3% | +22.1% |
| 1Y | +45.0% | -11.0% | +56.0% | +44.8% |
| 3Y | +87.8% | +37.7% | +50.1% | +80.3% |
| All | +127.8% | +52.3% | +75.5% | +122.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling