-13.1%
KR vs WST
+37.8%
-50.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +1.0% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | +1.9% | -2.0% | +4.0% | +1.9% |
| 3M | -11.0% | +4.1% | -15.1% | -11.0% |
| 6M | -20.2% | +47.4% | -67.6% | -19.8% |
| YTD | -7.3% | +25.4% | -32.7% | -7.6% |
| 1Y | -13.1% | +35.3% | -48.4% | -12.2% |
| All | -13.1% | +37.8% | -50.9% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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