+16,011.1%
STX vs KR
+1,021.2%
+14,989.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | +2.4% | +1.5% | +0.8% | +2.0% |
| 30D | +1.4% | +4.1% | -2.7% | +0.5% |
| 3M | -8.2% | -5.2% | -3.0% | -7.9% |
| 6M | +127.0% | -12.8% | +139.8% | +130.1% |
| YTD | +209.1% | -4.6% | +213.8% | +206.3% |
| 1Y | +365.4% | -11.7% | +377.1% | +366.8% |
| 3Y | +1,135.4% | +36.3% | +1,099.1% | +979.3% |
| 5Y | +991.5% | +40.0% | +951.5% | +824.5% |
| 10Y | +3,695.8% | +122.2% | +3,573.6% | +2,545.7% |
| All | +16,011.1% | +1,021.2% | +14,989.9% | +6,038.6% |
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