+123.9%
SBUX vs KR
+129.5%
-5.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.7% |
| 7D | -5.5% | -0.2% | -5.3% | -5.5% |
| 30D | -8.5% | +5.1% | -13.5% | -8.8% |
| 3M | -2.9% | -8.2% | +5.2% | -2.4% |
| 6M | -1.5% | -18.0% | +16.5% | -0.2% |
| YTD | +19.4% | -4.8% | +24.2% | +19.5% |
| 1Y | +22.9% | -11.0% | +34.0% | +23.7% |
| 3Y | +11.3% | +37.7% | -26.4% | +6.7% |
| 5Y | -6.9% | +52.8% | -59.6% | -11.9% |
| All | +123.9% | +129.5% | -5.6% | +98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling