+5,148.1%
KR vs WST
+14,947.6%
-9,799.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | +0.5% | +4.9% | -4.3% | -0.2% |
| 30D | +14.9% | +10.7% | +4.2% | +13.1% |
| 3M | +25.4% | +16.8% | +8.6% | +22.4% |
| 6M | +9.3% | +32.0% | -22.6% | +4.5% |
| YTD | +13.7% | +49.9% | -36.3% | +6.1% |
| 1Y | +9.2% | +50.6% | -41.5% | +1.7% |
| 3Y | +70.1% | +21.4% | +48.6% | +56.8% |
| 5Y | +82.5% | -0.6% | +83.0% | +70.3% |
| 10Y | +155.7% | +449.4% | -293.7% | +61.9% |
| All | +5,148.1% | +14,947.6% | -9,799.5% | +1,413.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling