-13.9%
KR vs USFD
+24.9%
-38.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.5% | +4.1% | -0.4% |
| 7D | -3.1% | -7.0% | +3.9% | -1.9% |
| 30D | +0.6% | -10.3% | +10.9% | +2.4% |
| 3M | -9.8% | +9.2% | -19.0% | -10.8% |
| 6M | -22.1% | +7.4% | -29.5% | -22.8% |
| YTD | -8.1% | +29.4% | -37.5% | -12.1% |
| All | -13.9% | +24.9% | -38.8% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling