+48.8%
KR vs WING
-35.5%
+84.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | +1.9% | -0.5% | +2.4% | +1.9% |
| 3M | -11.0% | -23.9% | +12.8% | -10.6% |
| 6M | -20.2% | -48.9% | +28.7% | -19.2% |
| YTD | -7.3% | -53.3% | +46.1% | -5.9% |
| 1Y | -13.1% | -60.3% | +47.2% | -11.5% |
| 3Y | +29.7% | -30.1% | +59.8% | +27.8% |
| 5Y | +48.8% | -36.2% | +85.0% | +25.7% |
| All | +48.8% | -35.5% | +84.3% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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