+106,206.6%
MU vs KR
+4,491.2%
+101,715.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +9.0% | +1.5% | +7.5% | +8.6% |
| 30D | +13.8% | +4.1% | +9.7% | +12.8% |
| 3M | +2.1% | -5.2% | +7.3% | +2.1% |
| 6M | +153.8% | -12.8% | +166.6% | +156.0% |
| YTD | +256.4% | -4.6% | +261.0% | +250.8% |
| 1Y | +719.8% | -11.7% | +731.4% | +718.0% |
| 3Y | +1,360.4% | +36.3% | +1,324.1% | +1,172.1% |
| 5Y | +1,312.4% | +40.0% | +1,272.4% | +1,088.4% |
| 10Y | +6,142.6% | +122.2% | +6,020.4% | +4,203.0% |
| All | +106,206.6% | +4,491.2% | +101,715.4% | +23,388.3% |
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