+123.8%
STX vs KR
+10.2%
+113.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.2% | -11.4% | -5.5% |
| 7D | -20.2% | +6.1% | -26.3% | -15.9% |
| 30D | -37.2% | +17.3% | -54.5% | -28.1% |
| 3M | -34.1% | +20.2% | -54.2% | -22.6% |
| 6M | -24.5% | +3.3% | -27.8% | -16.2% |
| YTD | +102.9% | +12.3% | +90.6% | +133.4% |
| 1Y | +123.8% | +10.6% | +113.2% | +155.8% |
| All | +123.8% | +10.2% | +113.6% | +155.8% |
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