-11.2%
SHOP vs KR
-13.3%
+2.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +2.4% |
| 7D | -11.2% | -0.2% | -11.1% | -11.4% |
| 30D | -14.4% | +5.1% | -19.4% | -13.2% |
| 3M | +16.6% | -8.2% | +24.7% | +10.8% |
| 6M | -0.6% | -18.0% | +17.4% | -10.9% |
| YTD | -20.0% | -4.8% | -15.2% | -20.8% |
| 1Y | -11.2% | -11.0% | -0.2% | -13.4% |
| All | -11.2% | -13.3% | +2.1% | -13.4% |
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