+132,969.6%
UNH vs KR
+4,362.7%
+128,606.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -3.2% | -2.7% | -0.5% | -2.6% |
| 30D | -3.5% | +1.9% | -5.4% | -3.9% |
| 3M | -4.2% | -11.0% | +6.9% | -2.0% |
| 6M | +38.3% | -20.2% | +58.5% | +44.4% |
| YTD | +19.2% | -7.3% | +26.5% | +20.3% |
| 1Y | +15.0% | -13.1% | +28.1% | +17.5% |
| 3Y | -14.5% | +29.7% | -44.3% | -21.1% |
| 5Y | +4.6% | +48.8% | -44.2% | -7.9% |
| 10Y | +241.1% | +122.8% | +118.4% | +159.1% |
| All | +132,969.6% | +4,362.7% | +128,606.9% | +39,997.5% |
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