+2,812.9%
MMM vs KR
+4,491.2%
-1,678.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.3% | +1.5% | -4.8% | -3.6% |
| 30D | -7.0% | +4.1% | -11.1% | -7.7% |
| 3M | +10.8% | -5.2% | +16.0% | +11.6% |
| 6M | +5.8% | -12.8% | +18.5% | +7.8% |
| YTD | +6.8% | -4.6% | +11.4% | +6.9% |
| 1Y | +10.4% | -11.7% | +22.1% | +11.9% |
| 3Y | +104.7% | +36.3% | +68.4% | +89.2% |
| 5Y | +23.6% | +40.0% | -16.4% | +12.3% |
| 10Y | +54.1% | +122.2% | -68.1% | +23.7% |
| All | +2,812.9% | +4,491.2% | -1,678.4% | +1,157.2% |
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