+4,304.6%
KR vs FDX
+4,233.7%
+71.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +1.5% | -2.5% | +4.0% | +2.0% |
| 30D | +4.1% | +3.8% | +0.3% | +3.3% |
| 3M | -5.2% | -1.3% | -3.9% | -5.2% |
| 6M | -12.8% | +5.0% | -17.8% | -14.1% |
| YTD | -4.6% | +39.6% | -44.3% | -11.2% |
| 1Y | -11.7% | +81.1% | -92.8% | -22.0% |
| 3Y | +36.3% | +63.0% | -26.8% | +19.6% |
| 5Y | +40.0% | +65.6% | -25.6% | +19.5% |
| 10Y | +122.2% | +183.4% | -61.2% | +60.4% |
| All | +4,304.6% | +4,233.7% | +71.0% | +1,374.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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