+4,304.6%
KR vs WM
+26,336.4%
-22,031.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.3% |
| 7D | +1.5% | -0.3% | +1.8% | +1.6% |
| 30D | +4.1% | -2.4% | +6.5% | +4.5% |
| 3M | -5.2% | +0.4% | -5.6% | -5.3% |
| 6M | -12.8% | -9.5% | -3.3% | -11.3% |
| YTD | -4.6% | +0.5% | -5.1% | -4.7% |
| 1Y | -11.7% | -1.1% | -10.6% | -11.5% |
| 3Y | +36.3% | +46.0% | -9.8% | +28.1% |
| 5Y | +40.0% | +51.8% | -11.8% | +30.6% |
| 10Y | +122.2% | +307.5% | -185.3% | +77.2% |
| All | +4,304.6% | +26,336.4% | -22,031.8% | +2,273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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