+20,419.5%
TXN vs KR
+4,362.7%
+16,056.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | +2.0% | -2.7% | +4.6% | +2.5% |
| 30D | -8.0% | +1.9% | -9.9% | -8.4% |
| 3M | -7.8% | -11.0% | +3.3% | -6.2% |
| 6M | +32.4% | -20.2% | +52.6% | +37.0% |
| YTD | +51.7% | -7.3% | +59.0% | +52.2% |
| 1Y | +44.3% | -13.1% | +57.4% | +46.2% |
| 3Y | +71.3% | +29.7% | +41.5% | +57.9% |
| 5Y | +56.4% | +48.8% | +7.7% | +37.8% |
| 10Y | +410.2% | +122.8% | +287.4% | +293.0% |
| All | +20,419.5% | +4,362.7% | +16,056.7% | +6,829.1% |
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