+97.9%
MMM vs KR
+28.8%
+69.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.5% | -1.8% |
| 7D | -2.6% | -3.1% | +0.5% | -2.4% |
| 30D | -9.3% | +0.6% | -9.9% | -9.3% |
| 3M | +5.6% | -9.8% | +15.4% | +6.2% |
| 6M | +9.5% | -22.1% | +31.6% | +11.0% |
| YTD | +4.1% | -8.1% | +12.2% | +3.7% |
| 1Y | +9.4% | -14.7% | +24.0% | +9.6% |
| All | +97.9% | +28.8% | +69.1% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling