+16,837.1%
INTC vs KR
+4,322.8%
+12,514.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.0% |
| 7D | +18.0% | -3.1% | +21.0% | +18.6% |
| 30D | +8.9% | +0.6% | +8.3% | +8.7% |
| 3M | -1.6% | -9.8% | +8.2% | -0.4% |
| 6M | +133.1% | -22.1% | +155.2% | +141.6% |
| YTD | +187.9% | -8.1% | +196.0% | +186.7% |
| 1Y | +334.7% | -14.7% | +349.4% | +338.4% |
| 3Y | +184.2% | +28.6% | +155.6% | +157.9% |
| 5Y | +116.0% | +36.4% | +79.6% | +89.6% |
| 10Y | +270.0% | +120.8% | +149.2% | +175.8% |
| All | +16,837.1% | +4,322.8% | +12,514.3% | +5,543.5% |
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