+533.2%
KR vs LULU
+691.8%
-158.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.5% |
| 7D | -0.2% | -1.6% | +1.5% | 0.0% |
| 30D | +5.1% | -18.1% | +23.2% | +6.8% |
| 3M | -8.2% | -18.8% | +10.6% | -6.6% |
| 6M | -18.0% | -39.2% | +21.2% | -14.7% |
| YTD | -4.8% | -52.4% | +47.6% | +1.1% |
| 1Y | -11.0% | -40.3% | +29.3% | -7.7% |
| 3Y | +37.7% | -75.1% | +112.8% | +52.3% |
| 5Y | +52.8% | -76.7% | +129.5% | +67.4% |
| 10Y | +128.8% | +52.7% | +76.1% | +92.8% |
| All | +533.2% | +691.8% | -158.6% | +269.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling