+52.0%
KR vs WCN
+24.9%
+27.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -0.2% | -3.1% | +2.9% | +1.0% |
| 30D | +5.1% | -3.4% | +8.4% | +6.4% |
| 3M | -8.2% | +3.0% | -11.1% | -9.1% |
| 6M | -18.0% | -3.8% | -14.2% | -16.9% |
| YTD | -4.8% | -8.3% | +3.5% | -2.1% |
| 1Y | -11.0% | -9.7% | -1.3% | -8.1% |
| 3Y | +37.7% | +17.2% | +20.5% | +29.3% |
| All | +52.0% | +24.9% | +27.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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