+5,124.0%
KR vs ALK
+817.3%
+4,306.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | +0.8% | +2.6% | -1.8% | +0.4% |
| 30D | +11.1% | +7.8% | +3.3% | +10.0% |
| 3M | +24.4% | -15.2% | +39.6% | +26.3% |
| 6M | +8.5% | +5.0% | +3.5% | +7.1% |
| YTD | +13.1% | -18.4% | +31.6% | +13.8% |
| 1Y | +9.3% | -2.4% | +11.7% | +7.5% |
| 3Y | +69.3% | +19.8% | +49.5% | +58.2% |
| 5Y | +83.2% | -27.8% | +111.0% | +79.2% |
| 10Y | +154.6% | -42.0% | +196.5% | +140.8% |
| All | +5,124.0% | +817.3% | +4,306.7% | +2,323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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