+40,890.7%
MCHP vs KR
+3,506.9%
+37,383.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -2.1% | -2.7% | +0.6% | -1.7% |
| 30D | -11.1% | +1.9% | -13.1% | -11.4% |
| 3M | -18.1% | -11.0% | -7.0% | -16.9% |
| 6M | +10.8% | -20.2% | +31.0% | +14.0% |
| YTD | +14.2% | -7.3% | +21.5% | +14.3% |
| 1Y | +13.5% | -13.1% | +26.6% | +14.5% |
| 3Y | -2.0% | +29.7% | -31.7% | -9.6% |
| 5Y | +1.4% | +48.8% | -47.4% | -10.5% |
| 10Y | +195.5% | +122.8% | +72.7% | +128.8% |
| All | +40,890.7% | +3,506.9% | +37,383.8% | +14,315.9% |
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 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