+50,186.6%
QCOM vs KR
+3,464.3%
+46,722.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +3.3% | +1.5% | +1.8% | +3.0% |
| 30D | +7.7% | +4.1% | +3.6% | +6.7% |
| 3M | -30.1% | -5.2% | -24.8% | -29.7% |
| 6M | +22.8% | -12.8% | +35.6% | +25.2% |
| YTD | +0.2% | -4.6% | +4.8% | -0.4% |
| 1Y | +7.9% | -11.7% | +19.5% | +8.9% |
| 3Y | +55.8% | +36.3% | +19.6% | +37.9% |
| 5Y | +30.1% | +40.0% | -9.9% | +11.4% |
| 10Y | +248.9% | +122.2% | +126.7% | +146.6% |
| All | +50,186.6% | +3,464.3% | +46,722.4% | +12,826.0% |
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 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