+4,297.1%
KR vs SU
+61,601.3%
-57,304.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | +2.2% | -2.4% | -0.2% |
| 30D | +5.1% | +8.4% | -3.4% | +5.0% |
| 3M | -8.2% | +12.1% | -20.2% | -8.2% |
| 6M | -18.0% | +19.7% | -37.7% | -18.0% |
| YTD | -4.8% | +58.4% | -63.2% | -4.8% |
| 1Y | -11.0% | +67.2% | -78.3% | -11.1% |
| 3Y | +37.7% | +125.0% | -87.4% | +37.6% |
| 5Y | +52.8% | +355.1% | -302.3% | +52.6% |
| 10Y | +128.8% | +263.7% | -134.9% | +128.5% |
| All | +4,297.1% | +61,601.3% | -57,304.2% | +4,320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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