+4,407.5%
MU vs KR
+159.1%
+4,248.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.4% |
| 7D | +12.8% | +4.6% | +8.2% | +13.3% |
| 30D | -14.9% | +12.2% | -27.1% | -13.7% |
| 3M | -18.0% | +24.6% | -42.6% | -16.1% |
| 6M | -3.1% | +8.2% | -11.3% | -1.2% |
| YTD | +172.9% | +15.3% | +157.6% | +178.0% |
| 1Y | +228.8% | +9.8% | +219.1% | +235.2% |
| 3Y | +950.8% | +71.4% | +879.5% | +931.0% |
| 5Y | +931.3% | +85.1% | +846.2% | +898.0% |
| All | +4,407.5% | +159.1% | +4,248.4% | +3,896.5% |
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