+30.6%
UPS vs KR
+10.2%
+20.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.5% | +4.6% |
| 7D | +8.2% | +6.1% | +2.2% | +8.1% |
| 30D | +22.7% | +17.3% | +5.4% | +22.6% |
| 3M | +6.4% | +20.2% | -13.7% | +6.5% |
| 6M | +22.6% | +3.3% | +19.3% | +21.8% |
| YTD | +20.7% | +12.3% | +8.4% | +16.4% |
| 1Y | +30.6% | +10.6% | +20.0% | +27.5% |
| All | +30.6% | +10.2% | +20.4% | +27.5% |
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 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