+79.4%
AMZN vs KR
+33.5%
+45.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +2.5% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -3.9% | +5.1% | -9.0% | -2.9% |
| 3M | +6.3% | -8.2% | +14.5% | +4.5% |
| 6M | +20.8% | -18.0% | +38.7% | +16.0% |
| YTD | +11.2% | -4.8% | +16.0% | +10.3% |
| 1Y | +11.7% | -11.0% | +22.7% | +9.7% |
| 3Y | +79.4% | +37.7% | +41.8% | +73.1% |
| All | +79.4% | +33.5% | +45.9% | +73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling