+4,181.3%
KR vs LNT
+3,121.3%
+1,060.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | -2.7% | -1.1% | -1.6% | -2.4% |
| 30D | +1.9% | -1.9% | +3.9% | +2.5% |
| 3M | -11.0% | -7.2% | -3.9% | -9.2% |
| 6M | -20.2% | -3.9% | -16.3% | -19.4% |
| YTD | -7.3% | +5.9% | -13.1% | -8.8% |
| 1Y | -13.1% | +8.4% | -21.5% | -15.1% |
| 3Y | +29.7% | +46.6% | -16.9% | +15.7% |
| 5Y | +48.8% | +32.4% | +16.3% | +35.6% |
| 10Y | +122.8% | +147.9% | -25.1% | +64.9% |
| All | +4,181.3% | +3,121.3% | +1,060.0% | +1,239.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling