+10.4%
MMM vs KR
-12.5%
+22.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.3% | +1.5% | -4.8% | -3.3% |
| 30D | -7.0% | +4.1% | -11.1% | -7.0% |
| 3M | +10.8% | -5.2% | +16.0% | +10.8% |
| 6M | +5.8% | -12.8% | +18.5% | +4.7% |
| YTD | +6.8% | -4.6% | +11.4% | +3.8% |
| 1Y | +10.4% | -11.7% | +22.1% | +8.0% |
| All | +10.4% | -12.5% | +22.9% | +8.0% |
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