+8.9%
GE vs KR
+10.2%
-1.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.2% | -0.5% | +3.4% |
| 7D | +9.4% | +6.1% | +3.3% | +10.7% |
| 30D | +7.5% | +17.3% | -9.8% | +11.5% |
| 3M | -12.5% | +20.2% | -32.7% | -8.7% |
| 6M | +17.8% | +3.3% | +14.4% | +18.0% |
| YTD | +7.4% | +12.3% | -4.9% | +5.3% |
| 1Y | +8.9% | +10.6% | -1.7% | +6.0% |
| All | +8.9% | +10.2% | -1.3% | +6.0% |
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