+5.3%
WMT vs KR
-13.3%
+18.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.5% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -7.4% | +5.1% | -12.5% | -8.8% |
| 3M | -10.9% | -8.2% | -2.7% | -8.8% |
| 6M | -12.7% | -18.0% | +5.3% | -8.1% |
| YTD | -3.2% | -4.8% | +1.6% | -2.2% |
| 1Y | +5.3% | -11.0% | +16.3% | +7.1% |
| All | +5.3% | -13.3% | +18.6% | +7.1% |
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