+52.0%
KR vs LULU
-76.9%
+128.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.7% |
| 7D | -0.2% | -1.6% | +1.5% | -0.1% |
| 30D | +5.1% | -18.1% | +23.2% | +5.3% |
| 3M | -8.2% | -18.8% | +10.6% | -8.0% |
| 6M | -18.0% | -39.2% | +21.2% | -17.6% |
| YTD | -4.8% | -52.4% | +47.6% | -3.9% |
| 1Y | -11.0% | -40.3% | +29.3% | -10.7% |
| 3Y | +37.7% | -75.1% | +112.8% | +42.1% |
| All | +52.0% | -76.9% | +128.9% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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