+145.8%
GOOG vs KR
+33.5%
+112.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +1.9% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -2.0% | +5.1% | -7.0% | -1.2% |
| 3M | -5.9% | -8.2% | +2.3% | -7.1% |
| 6M | +8.9% | -18.0% | +26.9% | +5.3% |
| YTD | +7.1% | -4.8% | +11.9% | +6.5% |
| 1Y | +39.7% | -11.0% | +50.7% | +37.9% |
| 3Y | +145.8% | +37.7% | +108.2% | +142.7% |
| All | +145.8% | +33.5% | +112.4% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling