-4.9%
SHOP vs KR
+10.2%
-15.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.2% | +4.1% | +7.9% |
| 7D | -9.0% | +6.1% | -15.1% | -7.9% |
| 30D | -4.4% | +17.3% | -21.8% | -0.9% |
| 3M | +24.1% | +20.2% | +3.9% | +29.4% |
| 6M | +20.0% | +3.3% | +16.6% | +15.1% |
| YTD | -4.9% | +12.3% | -17.2% | -1.8% |
| 1Y | -4.9% | +10.6% | -15.5% | -1.6% |
| All | -4.9% | +10.2% | -15.1% | -1.6% |
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