-8.6%
MCD vs KR
+10.0%
-18.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.6% | +0.5% | -2.1% | -1.7% |
| 30D | +16.0% | +14.9% | +1.1% | +12.5% |
| 3M | 0.0% | +25.4% | -25.4% | -4.9% |
| 6M | +0.9% | +9.3% | -8.4% | -2.3% |
| YTD | -8.7% | +13.7% | -22.4% | -12.4% |
| 1Y | -8.6% | +9.2% | -17.7% | -12.1% |
| All | -8.6% | +10.0% | -18.6% | -12.1% |
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