+9,283.7%
UNP vs KR
+4,382.3%
+4,901.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | -0.7% | -1.3% | +0.5% | -0.5% |
| 30D | -1.1% | +1.5% | -2.7% | -1.4% |
| 3M | +7.9% | -8.5% | +16.4% | +9.4% |
| 6M | +14.6% | -21.9% | +36.5% | +19.5% |
| YTD | +26.6% | -6.9% | +33.5% | +27.5% |
| 1Y | +35.6% | -14.0% | +49.5% | +38.3% |
| 3Y | +45.5% | +30.3% | +15.2% | +35.7% |
| 5Y | +50.0% | +37.7% | +12.3% | +36.7% |
| 10Y | +271.8% | +125.2% | +146.7% | +194.7% |
| All | +9,283.7% | +4,382.3% | +4,901.3% | +4,308.5% |
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