+112,825.2%
AMAT vs KR
+5,275.7%
+107,549.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.4% |
| 7D | -2.5% | +2.7% | -5.1% | -3.0% |
| 30D | -26.5% | +11.3% | -37.8% | -28.3% |
| 3M | -28.6% | +22.3% | -50.9% | -31.8% |
| 6M | -14.2% | +5.8% | -20.0% | -16.5% |
| YTD | +45.5% | +11.7% | +33.8% | +38.7% |
| 1Y | +59.3% | +8.9% | +50.5% | +52.6% |
| 3Y | +153.1% | +67.1% | +86.0% | +113.1% |
| 5Y | +158.2% | +80.0% | +78.1% | +108.4% |
| 10Y | +1,370.8% | +156.3% | +1,214.5% | +917.6% |
| All | +112,825.2% | +5,275.7% | +107,549.5% | +27,180.4% |
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 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