+52.0%
KR vs LNT
+31.4%
+20.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.2% | -1.0% | +0.9% | +0.2% |
| 30D | +5.1% | -4.2% | +9.3% | +6.7% |
| 3M | -8.2% | -6.7% | -1.5% | -5.8% |
| 6M | -18.0% | -3.6% | -14.4% | -16.9% |
| YTD | -4.8% | +5.9% | -10.7% | -6.8% |
| 1Y | -11.0% | +7.3% | -18.3% | -13.3% |
| 3Y | +37.7% | +46.5% | -8.8% | +18.7% |
| All | +52.0% | +31.4% | +20.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling