+5,012.8%
KR vs WM
+28,589.7%
-23,576.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | -0.5% | -0.5% | 0.0% | -0.4% |
| 30D | +10.3% | +13.3% | -3.0% | +8.1% |
| 3M | +20.7% | +4.4% | +16.3% | +19.9% |
| 6M | +4.9% | +10.8% | -6.0% | +3.2% |
| YTD | +10.7% | +9.1% | +1.7% | +9.2% |
| 1Y | +7.2% | +19.1% | -12.0% | +4.2% |
| 3Y | +65.7% | +45.7% | +20.0% | +55.8% |
| 5Y | +80.8% | +60.4% | +20.3% | +67.2% |
| 10Y | +159.6% | +328.7% | -169.1% | +105.3% |
| All | +5,012.8% | +28,589.7% | -23,576.9% | +2,618.1% |
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