+37.0%
HPQ vs KR
+33.5%
+3.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.7% | +5.7% | +8.3% |
| 7D | +9.8% | -0.2% | +9.9% | +9.7% |
| 30D | +22.4% | +5.1% | +17.3% | +22.2% |
| 3M | +45.2% | -8.2% | +53.3% | +44.6% |
| 6M | +96.4% | -18.0% | +114.4% | +94.8% |
| YTD | +65.4% | -4.8% | +70.2% | +65.8% |
| 1Y | +31.6% | -11.0% | +42.6% | +31.3% |
| 3Y | +37.0% | +37.7% | -0.6% | +29.4% |
| All | +37.0% | +33.5% | +3.5% | +29.4% |
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