+140.1%
GOOGL vs KR
+52.3%
+87.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.7% | -0.9% | +1.9% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -1.4% | +5.1% | -6.5% | -1.2% |
| 3M | -5.3% | -8.2% | +2.8% | -5.6% |
| 6M | +9.8% | -18.0% | +27.8% | +8.9% |
| YTD | +8.4% | -4.8% | +13.1% | +8.0% |
| 1Y | +41.2% | -11.0% | +52.2% | +40.7% |
| 3Y | +149.6% | +37.7% | +111.9% | +138.6% |
| All | +140.1% | +52.3% | +87.8% | +132.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling