+5,979.9%
MCD vs KR
+4,491.2%
+1,488.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.5% |
| 7D | -2.8% | +1.5% | -4.3% | -3.1% |
| 30D | -6.0% | +4.1% | -10.1% | -6.7% |
| 3M | -5.6% | -5.2% | -0.4% | -4.8% |
| 6M | -21.9% | -12.8% | -9.1% | -20.2% |
| YTD | -14.7% | -4.6% | -10.1% | -14.4% |
| 1Y | -17.3% | -11.7% | -5.6% | -15.9% |
| 3Y | -2.2% | +36.3% | -38.4% | -8.6% |
| 5Y | +20.3% | +40.0% | -19.7% | +10.3% |
| 10Y | +180.7% | +122.2% | +58.5% | +126.6% |
| All | +5,979.9% | +4,491.2% | +1,488.7% | +2,506.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling