-6.7%
SBUX vs KR
+52.3%
-59.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.3% |
| YTD | +19.4% | -4.8% | +24.2% | +19.4% |
| 1Y | +22.9% | -11.0% | +34.0% | +23.4% |
| 3Y | +11.3% | +37.7% | -26.4% | +4.9% |
| All | -6.7% | +52.3% | -59.0% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling