+10.6%
KR vs WU
-18.0%
+28.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.4% | -2.2% | +2.6% |
| 7D | +6.1% | +8.2% | -2.1% | +5.2% |
| 30D | +17.3% | +8.0% | +9.3% | +16.4% |
| 3M | +20.2% | -6.6% | +26.8% | +20.4% |
| 6M | +3.3% | -23.3% | +26.6% | +4.8% |
| YTD | +12.3% | -22.4% | +34.7% | +12.6% |
| 1Y | +10.6% | -18.0% | +28.6% | +10.7% |
| All | +10.6% | -18.0% | +28.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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