+133.4%
KR vs WU
-39.1%
+172.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.6% |
| 7D | -0.2% | -3.5% | +3.3% | +0.4% |
| 30D | +5.1% | -2.9% | +8.0% | +5.5% |
| 3M | -8.2% | -2.3% | -5.9% | -8.3% |
| 6M | -18.0% | -25.4% | +7.4% | -14.8% |
| YTD | -4.8% | -21.2% | +16.4% | -2.1% |
| 1Y | -11.0% | -8.9% | -2.2% | -10.9% |
| 3Y | +37.7% | -29.0% | +66.6% | +42.5% |
| 5Y | +52.8% | -50.7% | +103.5% | +67.1% |
| All | +133.4% | -39.1% | +172.5% | +125.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling