+133.4%
KR vs WCC
+541.6%
-408.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.7% | -1.0% | +2.6% |
| 7D | -0.2% | +1.5% | -1.7% | -0.2% |
| 30D | +5.1% | -2.1% | +7.2% | +5.1% |
| 3M | -8.2% | +3.8% | -12.0% | -8.3% |
| 6M | -18.0% | +35.0% | -53.0% | -18.9% |
| YTD | -4.8% | +46.4% | -51.1% | -6.2% |
| 1Y | -11.0% | +63.0% | -74.0% | -12.8% |
| 3Y | +37.7% | +133.9% | -96.3% | +31.0% |
| 5Y | +52.8% | +226.5% | -173.8% | +41.3% |
| All | +133.4% | +541.6% | -408.3% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling