+52.0%
KR vs WU
-51.3%
+103.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.6% |
| 7D | -0.2% | -3.5% | +3.3% | +0.2% |
| 30D | +5.1% | -2.9% | +8.0% | +5.4% |
| 3M | -8.2% | -2.3% | -5.9% | -8.2% |
| 6M | -18.0% | -25.4% | +7.4% | -15.4% |
| YTD | -4.8% | -21.2% | +16.4% | -2.6% |
| 1Y | -11.0% | -8.9% | -2.2% | -11.0% |
| 3Y | +37.7% | -29.0% | +66.6% | +42.3% |
| All | +52.0% | -51.3% | +103.4% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling