+2,250.8%
KR vs WAB
+4,056.8%
-1,806.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | +0.6% | -4.6% | +5.2% | +1.3% |
| 3M | -9.8% | +5.6% | -15.4% | -10.7% |
| 6M | -22.1% | +13.8% | -35.9% | -23.9% |
| YTD | -8.1% | +31.9% | -40.0% | -12.2% |
| 1Y | -14.7% | +48.3% | -62.9% | -19.9% |
| 3Y | +28.6% | +167.1% | -138.6% | +9.5% |
| 5Y | +36.4% | +222.9% | -186.5% | +11.9% |
| 10Y | +120.8% | +289.9% | -169.1% | +68.3% |
| All | +2,250.8% | +4,056.8% | -1,806.0% | +1,102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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