+133.4%
KR vs BBY
+252.7%
-119.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +2.3% |
| 7D | -0.2% | +0.6% | -0.8% | -0.2% |
| 30D | +5.1% | +9.4% | -4.3% | +3.8% |
| 3M | -8.2% | +19.3% | -27.5% | -10.3% |
| 6M | -18.0% | +47.9% | -65.9% | -22.3% |
| YTD | -4.8% | +39.6% | -44.3% | -9.3% |
| 1Y | -11.0% | +22.2% | -33.2% | -14.0% |
| 3Y | +37.7% | +45.0% | -7.3% | +26.1% |
| 5Y | +52.8% | +2.6% | +50.2% | +45.9% |
| All | +133.4% | +252.7% | -119.3% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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