+26.2%
UPS vs KR
-13.3%
+39.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.4% |
| 7D | -2.0% | -0.2% | -1.8% | -2.0% |
| 30D | -2.0% | +5.1% | -7.0% | -1.7% |
| 3M | -6.2% | -8.2% | +1.9% | -6.8% |
| 6M | +2.8% | -18.0% | +20.8% | +1.5% |
| YTD | +5.9% | -4.8% | +10.7% | +3.4% |
| 1Y | +26.2% | -11.0% | +37.3% | +23.1% |
| All | +26.2% | -13.3% | +39.6% | +23.1% |
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 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