+780.7%
HBAN vs KR
+4,483.4%
-3,702.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.1% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -5.6% | +5.1% | -10.6% | -6.8% |
| 3M | -1.1% | -8.2% | +7.0% | +0.6% |
| 6M | +9.9% | -18.0% | +27.9% | +14.7% |
| YTD | -0.9% | -4.8% | +3.8% | -0.8% |
| 1Y | -1.4% | -11.0% | +9.6% | +0.2% |
| 3Y | +78.2% | +37.7% | +40.6% | +58.5% |
| 5Y | +37.0% | +52.8% | -15.8% | +16.1% |
| 10Y | +158.9% | +128.8% | +30.1% | +82.6% |
| All | +780.7% | +4,483.4% | -3,702.7% | +244.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling