+38.6%
GILD vs KR
+9.2%
+29.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | -2.2% | +1.4% | -3.6% | -2.5% |
| 30D | +13.6% | +14.3% | -0.6% | +11.3% |
| 3M | +28.3% | +18.9% | +9.3% | +24.9% |
| 6M | +23.9% | +3.8% | +20.1% | +22.1% |
| YTD | +38.4% | +10.2% | +28.2% | +33.3% |
| 1Y | +38.6% | +9.2% | +29.4% | +33.6% |
| All | +38.6% | +9.2% | +29.3% | +33.6% |
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