+252.1%
INTC vs KR
+129.5%
+122.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.5% |
| 7D | +7.5% | -0.2% | +7.6% | +7.4% |
| 30D | +2.0% | +5.1% | -3.1% | +1.6% |
| 3M | -12.0% | -8.2% | -3.8% | -11.6% |
| 6M | +114.5% | -18.0% | +132.5% | +117.4% |
| YTD | +179.0% | -4.8% | +183.7% | +176.6% |
| 1Y | +318.3% | -11.0% | +329.3% | +317.9% |
| 3Y | +171.2% | +37.7% | +133.6% | +150.1% |
| 5Y | +107.6% | +52.8% | +54.8% | +86.0% |
| All | +252.1% | +129.5% | +122.6% | +190.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling