+57.3%
LLY vs KR
+10.2%
+47.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | 0.0% |
| 7D | +10.1% | +6.1% | +4.0% | +8.9% |
| 30D | +24.0% | +17.3% | +6.7% | +20.7% |
| 3M | +27.3% | +20.2% | +7.1% | +23.4% |
| 6M | +47.0% | +3.3% | +43.6% | +45.3% |
| YTD | +32.6% | +12.3% | +20.3% | +27.7% |
| 1Y | +57.3% | +10.6% | +46.7% | +52.9% |
| All | +57.3% | +10.2% | +47.1% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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