+386.9%
META vs KR
+127.1%
+259.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.5% |
| 7D | +6.0% | -1.3% | +7.3% | +6.1% |
| 30D | +3.6% | +1.5% | +2.1% | +3.6% |
| 3M | +4.9% | -8.5% | +13.4% | +5.1% |
| 6M | -4.7% | -21.9% | +17.2% | -4.1% |
| YTD | -6.9% | -6.9% | 0.0% | -7.1% |
| 1Y | -18.2% | -14.0% | -4.2% | -18.0% |
| 3Y | +107.8% | +30.3% | +77.5% | +100.0% |
| 5Y | +63.9% | +37.7% | +26.2% | +56.3% |
| All | +386.9% | +127.1% | +259.9% | +334.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling