+29.0%
UPS vs KR
-12.5%
+41.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.9% | +1.5% | -4.4% | -2.8% |
| 30D | -3.5% | +4.1% | -7.6% | -3.3% |
| 3M | -5.7% | -5.2% | -0.5% | -6.0% |
| 6M | -4.4% | -12.8% | +8.4% | -5.6% |
| YTD | +8.0% | -4.6% | +12.6% | +5.5% |
| 1Y | +29.0% | -11.7% | +40.7% | +25.7% |
| All | +29.0% | -12.5% | +41.5% | +25.7% |
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