+81,302.1%
MU vs KR
+5,448.1%
+75,854.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.8% |
| 7D | +12.8% | +4.6% | +8.2% | +11.8% |
| 30D | -14.9% | +12.2% | -27.1% | -17.1% |
| 3M | -18.0% | +24.6% | -42.6% | -22.2% |
| 6M | -3.1% | +8.2% | -11.3% | -6.5% |
| YTD | +172.9% | +15.3% | +157.6% | +156.9% |
| 1Y | +228.8% | +9.8% | +219.1% | +212.6% |
| 3Y | +950.8% | +71.4% | +879.5% | +768.1% |
| 5Y | +931.3% | +85.1% | +846.2% | +712.4% |
| 10Y | +4,417.7% | +159.4% | +4,258.3% | +2,919.9% |
| All | +81,302.1% | +5,448.1% | +75,854.0% | +17,102.3% |
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