+603.3%
KR vs WU
-22.3%
+625.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.2% |
| 7D | -3.1% | -4.9% | +1.9% | -2.1% |
| 30D | +0.6% | -1.3% | +1.9% | +0.8% |
| 3M | -9.8% | -3.6% | -6.2% | -9.8% |
| 6M | -22.1% | -24.3% | +2.2% | -18.4% |
| YTD | -8.1% | -21.1% | +13.0% | -4.7% |
| 1Y | -14.7% | -10.3% | -4.3% | -14.2% |
| 3Y | +28.6% | -28.4% | +56.9% | +33.7% |
| 5Y | +36.4% | -51.2% | +87.6% | +51.8% |
| 10Y | +120.8% | -39.6% | +160.4% | +125.4% |
| All | +603.3% | -22.3% | +625.6% | +502.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling