+135.9%
WMT vs KR
+52.3%
+83.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.6% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -7.4% | +5.1% | -12.5% | -8.7% |
| 3M | -10.9% | -8.2% | -2.7% | -8.9% |
| 6M | -12.7% | -18.0% | +5.3% | -8.0% |
| YTD | -3.2% | -4.8% | +1.6% | -2.4% |
| 1Y | +5.3% | -11.0% | +16.3% | +7.9% |
| 3Y | +101.9% | +37.7% | +64.2% | +80.3% |
| All | +135.9% | +52.3% | +83.6% | +109.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling