+1,707.5%
AMAT vs KR
+124.0%
+1,583.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.9% |
| 7D | +6.9% | -3.1% | +10.0% | +6.8% |
| 30D | -10.1% | +0.6% | -10.7% | -10.1% |
| 3M | -6.0% | -9.8% | +3.8% | -6.0% |
| 6M | +38.6% | -22.1% | +60.8% | +38.9% |
| YTD | +83.1% | -8.1% | +91.2% | +82.3% |
| 1Y | +188.3% | -14.7% | +203.0% | +187.8% |
| 3Y | +225.3% | +28.6% | +196.8% | +209.5% |
| 5Y | +262.0% | +36.4% | +225.6% | +239.9% |
| 10Y | +1,707.5% | +120.8% | +1,586.7% | +1,485.2% |
| All | +1,707.5% | +124.0% | +1,583.4% | +1,485.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling