+677.8%
KR vs WCN
+6,610.8%
-5,932.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -2.7% | -4.4% | +1.8% | -1.9% |
| 30D | +1.9% | -4.4% | +6.4% | +2.7% |
| 3M | -11.0% | +0.5% | -11.5% | -11.1% |
| 6M | -20.2% | -3.3% | -16.9% | -19.8% |
| YTD | -7.3% | -8.5% | +1.2% | -6.0% |
| 1Y | -13.1% | -8.9% | -4.2% | -11.9% |
| 3Y | +29.7% | +18.0% | +11.7% | +25.9% |
| 5Y | +48.8% | +25.0% | +23.7% | +42.8% |
| 10Y | +122.8% | +234.7% | -112.0% | +83.3% |
| All | +677.8% | +6,610.8% | -5,932.9% | +418.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling