+4,304.6%
KR vs ALK
+839.9%
+3,464.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | +1.5% | -0.7% | +2.2% | +1.6% |
| 30D | +4.1% | -19.2% | +23.3% | +6.4% |
| 3M | -5.2% | -1.5% | -3.7% | -5.5% |
| 6M | -12.8% | -13.1% | +0.3% | -12.5% |
| YTD | -4.6% | -16.4% | +11.8% | -4.1% |
| 1Y | -11.7% | -33.1% | +21.4% | -9.2% |
| 3Y | +36.3% | +0.6% | +35.6% | +30.2% |
| 5Y | +40.0% | -26.4% | +66.4% | +36.7% |
| 10Y | +122.2% | -34.2% | +156.4% | +106.7% |
| All | +4,304.6% | +839.9% | +3,464.7% | +1,941.7% |
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