+121,072.4%
AAPL vs KR
+4,322.8%
+116,749.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | 0.0% |
| 7D | -3.0% | -3.1% | +0.1% | -2.4% |
| 30D | +2.3% | +0.6% | +1.7% | +2.2% |
| 3M | +8.6% | -9.8% | +18.4% | +10.5% |
| 6M | +21.6% | -22.1% | +43.7% | +26.7% |
| YTD | +16.3% | -8.1% | +24.4% | +17.2% |
| 1Y | +35.1% | -14.7% | +49.7% | +37.8% |
| 3Y | +79.4% | +28.6% | +50.8% | +66.5% |
| 5Y | +109.8% | +36.4% | +73.5% | +89.4% |
| 10Y | +1,237.1% | +120.8% | +1,116.3% | +946.7% |
| All | +121,072.4% | +4,322.8% | +116,749.7% | +40,231.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling