+127.2%
KR vs UAL
+106.0%
+21.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | -2.7% | -2.0% | -0.7% | -2.7% |
| 30D | +1.9% | -15.7% | +17.6% | +1.8% |
| 3M | -11.0% | +3.6% | -14.7% | -11.0% |
| 6M | -20.2% | +16.9% | -37.1% | -20.0% |
| YTD | -7.3% | -4.8% | -2.5% | -7.1% |
| 1Y | -13.1% | -0.9% | -12.2% | -13.0% |
| 3Y | +29.7% | +124.5% | -94.7% | +29.4% |
| 5Y | +48.8% | +140.2% | -91.4% | +48.3% |
| All | +127.2% | +106.0% | +21.2% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling