+19,614.8%
SHW vs KR
+4,322.8%
+15,292.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -1.4% |
| 7D | -3.2% | -3.1% | -0.1% | -2.6% |
| 30D | -11.4% | +0.6% | -12.0% | -11.5% |
| 3M | +3.5% | -9.8% | +13.3% | +5.4% |
| 6M | -3.4% | -22.1% | +18.8% | +1.0% |
| YTD | -0.3% | -8.1% | +7.8% | +0.6% |
| 1Y | -10.4% | -14.7% | +4.2% | -8.4% |
| 3Y | +21.3% | +28.6% | -7.3% | +12.7% |
| 5Y | +12.9% | +36.4% | -23.5% | +1.9% |
| 10Y | +284.1% | +120.8% | +163.3% | +199.4% |
| All | +19,614.8% | +4,322.8% | +15,292.0% | +8,160.0% |
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