+1,384.0%
MU vs KR
+28.8%
+1,355.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +1.9% |
| 7D | +7.5% | -3.1% | +10.6% | +5.3% |
| 30D | +19.4% | +0.6% | +18.8% | +20.1% |
| 3M | +9.8% | -9.8% | +19.6% | +5.8% |
| 6M | +164.1% | -22.1% | +186.3% | +141.9% |
| YTD | +260.3% | -8.1% | +268.4% | +254.2% |
| 1Y | +661.2% | -14.7% | +675.8% | +633.2% |
| All | +1,384.0% | +28.8% | +1,355.2% | +1,444.6% |
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