+4,297.1%
KR vs LUV
+4,440.9%
-143.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.5% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | +5.1% | -12.4% | +17.4% | +6.9% |
| 3M | -8.2% | -11.0% | +2.8% | -7.0% |
| 6M | -18.0% | -5.0% | -13.0% | -18.1% |
| YTD | -4.8% | -3.8% | -1.0% | -5.7% |
| 1Y | -11.0% | +25.9% | -36.9% | -15.4% |
| 3Y | +37.7% | +42.2% | -4.6% | +25.3% |
| 5Y | +52.8% | -10.8% | +63.5% | +46.7% |
| 10Y | +128.8% | +19.0% | +109.8% | +98.6% |
| All | +4,297.1% | +4,440.9% | -143.8% | +1,101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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