+358.3%
DELL vs KR
-13.3%
+371.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.7% | +9.3% | +12.9% |
| 7D | +8.2% | -0.2% | +8.4% | +8.0% |
| 30D | +17.1% | +5.1% | +12.0% | +19.1% |
| 3M | +45.2% | -8.2% | +53.3% | +41.9% |
| 6M | +286.8% | -18.0% | +304.8% | +274.2% |
| YTD | +354.8% | -4.8% | +359.6% | +345.8% |
| 1Y | +358.3% | -11.0% | +369.3% | +349.7% |
| All | +358.3% | -13.3% | +371.6% | +349.7% |
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