-11.7%
KR vs WSM
+19.9%
-31.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | +0.3% |
| 7D | +1.5% | -3.3% | +4.8% | +1.3% |
| 30D | +4.1% | -8.4% | +12.5% | +3.5% |
| 3M | -5.2% | +9.7% | -14.9% | -4.3% |
| 6M | -12.8% | +16.7% | -29.5% | -10.7% |
| YTD | -4.6% | +28.7% | -33.3% | -2.9% |
| 1Y | -11.7% | +13.7% | -25.3% | -11.2% |
| All | -11.7% | +19.9% | -31.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling