+10.6%
KR vs JBLU
-12.5%
+23.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.9% | -8.7% | +3.9% |
| 7D | +6.1% | +24.9% | -18.8% | +7.6% |
| 30D | +17.3% | -12.3% | +29.7% | +16.8% |
| 3M | +20.2% | -44.5% | +64.6% | +16.3% |
| 6M | +3.3% | -25.7% | +29.0% | +3.1% |
| YTD | +12.3% | -21.8% | +34.0% | +12.9% |
| 1Y | +10.6% | -12.7% | +23.4% | +9.1% |
| All | +10.6% | -12.5% | +23.2% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…
1y analysis · Full analysis span regression · 6 months rolling