+978.0%
MU vs KR
+69.8%
+908.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.3% |
| 7D | +21.6% | +0.5% | +21.1% | +22.1% |
| 30D | -16.2% | +14.9% | -31.2% | -6.8% |
| 3M | -12.4% | +25.4% | -37.8% | +4.0% |
| 6M | +4.2% | +9.3% | -5.2% | +17.4% |
| YTD | +180.0% | +13.7% | +166.3% | +222.8% |
| 1Y | +226.4% | +9.2% | +217.2% | +272.2% |
| All | +978.0% | +69.8% | +908.2% | +1,177.0% |
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 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