+9,929.9%
STX vs KR
+1,254.9%
+8,675.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.3% |
| 7D | +14.6% | +4.6% | +10.0% | +13.7% |
| 30D | -26.0% | +12.2% | -38.2% | -27.7% |
| 3M | -42.6% | +24.6% | -67.2% | -45.3% |
| 6M | -35.3% | +8.2% | -43.5% | -37.1% |
| YTD | +92.5% | +15.3% | +77.2% | +82.9% |
| 1Y | +102.4% | +9.8% | +92.6% | +94.1% |
| 3Y | +673.8% | +71.4% | +602.5% | +542.2% |
| 5Y | +463.1% | +85.1% | +378.0% | +346.4% |
| 10Y | +2,014.6% | +159.4% | +1,855.2% | +1,337.3% |
| All | +9,929.9% | +1,254.9% | +8,675.0% | +3,565.5% |
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