+137,736.4%
AMAT vs KR
+4,491.2%
+133,245.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | -1.5% | +1.5% | -3.0% | -1.8% |
| 30D | -14.8% | +4.1% | -18.9% | -15.6% |
| 3M | -9.3% | -5.2% | -4.1% | -9.1% |
| 6M | +27.4% | -12.8% | +40.2% | +28.9% |
| YTD | +77.6% | -4.6% | +82.2% | +75.6% |
| 1Y | +188.9% | -11.7% | +200.6% | +189.4% |
| 3Y | +202.3% | +36.3% | +166.0% | +166.5% |
| 5Y | +248.9% | +40.0% | +208.9% | +198.4% |
| 10Y | +1,585.2% | +122.2% | +1,463.0% | +1,101.2% |
| All | +137,736.4% | +4,491.2% | +133,245.2% | +34,439.1% |
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