+8,892.0%
WMT vs KR
+4,362.7%
+4,529.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -2.5% | -2.7% | +0.2% | -1.8% |
| 30D | -6.4% | +1.9% | -8.4% | -6.9% |
| 3M | -12.1% | -11.0% | -1.1% | -9.6% |
| 6M | -15.0% | -20.2% | +5.2% | -10.2% |
| YTD | -4.5% | -7.3% | +2.8% | -3.1% |
| 1Y | +6.2% | -13.1% | +19.3% | +9.3% |
| 3Y | +99.9% | +29.7% | +70.1% | +84.0% |
| 5Y | +131.4% | +48.8% | +82.7% | +103.2% |
| 10Y | +433.2% | +122.8% | +310.4% | +304.7% |
| All | +8,892.0% | +4,362.7% | +4,529.3% | +2,675.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling