+257,669.3%
AMZN vs KR
+1,113.7%
+256,555.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.5% |
| 7D | -1.0% | -3.1% | +2.0% | -0.4% |
| 30D | -9.2% | +0.6% | -9.9% | -9.4% |
| 3M | +3.4% | -9.8% | +13.1% | +5.3% |
| 6M | +18.2% | -22.1% | +40.4% | +23.8% |
| YTD | +9.3% | -8.1% | +17.5% | +10.0% |
| 1Y | +5.9% | -14.7% | +20.6% | +7.9% |
| 3Y | +82.6% | +28.6% | +54.0% | +65.2% |
| 5Y | +44.9% | +36.4% | +8.5% | +26.5% |
| 10Y | +564.1% | +120.8% | +443.3% | +379.8% |
| All | +257,669.3% | +1,113.7% | +256,555.6% | +83,733.4% |
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