+4,181.3%
KR vs GWW
+13,908.6%
-9,727.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -2.7% | -3.1% | +0.5% | -2.0% |
| 30D | +1.9% | -2.3% | +4.3% | +2.5% |
| 3M | -11.0% | -3.3% | -7.7% | -10.5% |
| 6M | -20.2% | +15.4% | -35.6% | -23.1% |
| YTD | -7.3% | +26.7% | -34.0% | -12.8% |
| 1Y | -13.1% | +29.0% | -42.1% | -18.7% |
| 3Y | +29.7% | +89.0% | -59.2% | +9.3% |
| 5Y | +48.8% | +221.8% | -173.0% | +9.1% |
| 10Y | +122.8% | +562.7% | -439.9% | +30.2% |
| All | +4,181.3% | +13,908.6% | -9,727.3% | +721.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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