+61.4%
AMAT vs KR
+10.2%
+51.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.2% | -6.5% | -0.6% |
| 7D | -11.2% | +6.1% | -17.3% | -6.5% |
| 30D | -31.9% | +17.3% | -49.2% | -21.6% |
| 3M | -32.3% | +20.2% | -52.5% | -19.9% |
| 6M | -5.4% | +3.3% | -8.7% | +5.0% |
| YTD | +44.3% | +12.3% | +32.0% | +65.2% |
| 1Y | +61.4% | +10.6% | +50.7% | +85.7% |
| All | +61.4% | +10.2% | +51.2% | +85.7% |
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