+418.8%
META vs KR
+124.0%
+294.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.3% | +7.9% | +6.6% |
| 7D | +10.3% | -3.1% | +13.3% | +10.4% |
| 30D | +9.9% | +0.6% | +9.3% | +9.9% |
| 3M | +11.9% | -9.8% | +21.7% | +12.2% |
| 6M | +1.2% | -22.1% | +23.3% | +1.8% |
| YTD | -0.8% | -8.1% | +7.3% | -1.0% |
| 1Y | -14.3% | -14.7% | +0.3% | -14.2% |
| 3Y | +121.4% | +28.6% | +92.8% | +113.2% |
| 5Y | +74.5% | +36.4% | +38.1% | +66.4% |
| 10Y | +418.8% | +120.8% | +298.1% | +363.6% |
| All | +418.8% | +124.0% | +294.8% | +363.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling