+599.3%
MU vs KR
-13.6%
+612.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -3.9% |
| 7D | +2.0% | -2.7% | +4.7% | -0.9% |
| 30D | +12.5% | +1.9% | +10.6% | +15.3% |
| 3M | +9.6% | -11.0% | +20.7% | +1.6% |
| 6M | +142.6% | -20.2% | +162.8% | +115.0% |
| YTD | +242.7% | -7.3% | +249.9% | +230.6% |
| 1Y | +599.3% | -13.1% | +612.4% | +578.4% |
| All | +599.3% | -13.6% | +612.8% | +578.4% |
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 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