+7,788.2%
SHOP vs KR
+95.9%
+7,692.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.4% | -5.2% | -7.5% |
| 7D | -4.1% | -1.3% | -2.8% | -4.0% |
| 30D | -11.5% | +1.5% | -13.0% | -11.6% |
| 3M | +21.1% | -8.5% | +29.6% | +21.3% |
| 6M | +3.0% | -21.9% | +24.9% | +3.6% |
| YTD | -16.7% | -6.9% | -9.8% | -16.9% |
| 1Y | -8.3% | -14.0% | +5.7% | -8.2% |
| 3Y | +112.8% | +30.3% | +82.5% | +104.0% |
| 5Y | -9.3% | +37.7% | -47.0% | -13.7% |
| 10Y | +3,003.4% | +125.2% | +2,878.3% | +2,671.4% |
| All | +7,788.2% | +95.9% | +7,692.3% | +7,954.2% |
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