-5.3%
SYK vs KR
+11.3%
-16.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +7.5% | +5.3% | +2.2% | +6.7% |
| 30D | +20.4% | +18.9% | +1.6% | +17.9% |
| 3M | -0.3% | +23.3% | -23.6% | -2.6% |
| 6M | +14.2% | +5.0% | +9.1% | +11.0% |
| YTD | -3.8% | +13.0% | -16.9% | -6.9% |
| 1Y | -5.3% | +12.4% | -17.7% | -8.3% |
| All | -5.3% | +11.3% | -16.6% | -8.3% |
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