+5,222.5%
KR vs FDX
+4,272.5%
+950.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | +4.6% | +5.2% | -0.6% | +3.6% |
| 30D | +12.2% | +11.3% | +0.9% | +10.0% |
| 3M | +24.6% | -4.1% | +28.7% | +25.5% |
| 6M | +8.2% | +9.6% | -1.5% | +6.0% |
| YTD | +15.3% | +40.9% | -25.6% | +7.1% |
| 1Y | +9.8% | +53.0% | -43.3% | +0.3% |
| 3Y | +71.4% | +74.1% | -2.7% | +48.6% |
| 5Y | +85.1% | +75.1% | +10.0% | +56.3% |
| 10Y | +159.4% | +156.9% | +2.4% | +91.5% |
| All | +5,222.5% | +4,272.5% | +950.0% | +1,678.1% |
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