+0.5%
AZN vs KR
-12.5%
+13.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | 0.0% | +1.5% | -1.5% | 0.0% |
| 30D | +0.7% | +4.1% | -3.3% | +0.7% |
| 3M | -10.5% | -5.2% | -5.3% | -10.6% |
| 6M | -19.3% | -12.8% | -6.5% | -19.8% |
| YTD | -10.6% | -4.6% | -6.0% | -11.2% |
| 1Y | +0.5% | -11.7% | +12.2% | -0.9% |
| All | +0.5% | -12.5% | +13.0% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling