+4,989.5%
KR vs WM
+28,547.2%
-23,557.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.1% |
| 7D | +1.4% | +1.2% | +0.2% | +1.2% |
| 30D | +14.3% | +13.1% | +1.2% | +12.0% |
| 3M | +18.9% | +3.6% | +15.3% | +18.2% |
| 6M | +3.8% | +8.1% | -4.3% | +2.5% |
| YTD | +10.2% | +8.9% | +1.3% | +8.7% |
| 1Y | +9.2% | +20.3% | -11.2% | +6.0% |
| 3Y | +60.3% | +46.2% | +14.1% | +50.7% |
| 5Y | +78.3% | +59.9% | +18.4% | +65.0% |
| 10Y | +169.9% | +345.6% | -175.7% | +112.2% |
| All | +4,989.5% | +28,547.2% | -23,557.8% | +2,606.4% |
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