+572.5%
SNPS vs KR
+129.5%
+443.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.7% | 0.0% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | -3.6% | +5.1% | -8.7% | -3.7% |
| 3M | -12.9% | -8.2% | -4.8% | -12.8% |
| 6M | -8.2% | -18.0% | +9.8% | -7.8% |
| YTD | -15.4% | -4.8% | -10.6% | -15.5% |
| 1Y | -9.3% | -11.0% | +1.7% | -9.2% |
| 3Y | -14.0% | +37.7% | -51.6% | -16.8% |
| 5Y | +19.5% | +52.8% | -33.3% | +14.2% |
| All | +572.5% | +129.5% | +443.0% | +523.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling