+13.3%
QCOM vs KR
-14.3%
+27.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.7% | +0.8% |
| 7D | +4.4% | -3.1% | +7.4% | +3.1% |
| 30D | +9.4% | +0.6% | +8.8% | +9.7% |
| 3M | -13.7% | -9.8% | -3.9% | -16.4% |
| 6M | +28.9% | -22.1% | +51.0% | +20.9% |
| YTD | +4.7% | -8.1% | +12.8% | +1.4% |
| All | +13.3% | -14.3% | +27.6% | +10.9% |
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