+499.0%
KR vs WCC
+1,758.7%
-1,259.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.6% |
| 7D | -1.3% | +8.5% | -9.8% | -1.9% |
| 30D | +1.5% | -1.0% | +2.5% | +1.5% |
| 3M | -8.5% | +2.1% | -10.6% | -9.0% |
| 6M | -21.9% | +36.8% | -58.7% | -24.4% |
| YTD | -6.9% | +47.7% | -54.6% | -10.6% |
| 1Y | -14.0% | +66.5% | -80.5% | -18.5% |
| 3Y | +30.3% | +134.2% | -103.9% | +17.0% |
| 5Y | +37.7% | +231.6% | -193.9% | +17.4% |
| 10Y | +125.2% | +508.1% | -382.9% | +73.1% |
| All | +499.0% | +1,758.7% | -1,259.7% | +278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling