+2,909.2%
HPQ vs KR
+4,322.8%
-1,413.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.3% | +6.3% | +5.2% |
| 7D | +2.2% | -3.1% | +5.3% | +2.9% |
| 30D | +9.7% | +0.6% | +9.1% | +9.6% |
| 3M | +32.7% | -9.8% | +42.5% | +35.4% |
| 6M | +77.7% | -22.1% | +99.8% | +86.5% |
| YTD | +51.0% | -8.1% | +59.1% | +52.9% |
| 1Y | +18.4% | -14.7% | +33.1% | +21.4% |
| 3Y | +25.6% | +28.6% | -3.0% | +16.1% |
| 5Y | +38.6% | +36.4% | +2.3% | +24.5% |
| 10Y | +226.1% | +120.8% | +105.4% | +150.3% |
| All | +2,909.2% | +4,322.8% | -1,413.6% | +868.4% |
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 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