+4,297.1%
KR vs WY
+655.2%
+3,641.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.6% |
| 7D | -0.2% | -4.2% | +4.0% | +0.6% |
| 30D | +5.1% | -10.1% | +15.1% | +7.1% |
| 3M | -8.2% | -8.5% | +0.3% | -6.7% |
| 6M | -18.0% | -3.3% | -14.7% | -17.7% |
| YTD | -4.8% | -4.4% | -0.4% | -4.4% |
| 1Y | -11.0% | -11.5% | +0.5% | -9.4% |
| 3Y | +37.7% | -24.3% | +62.0% | +42.3% |
| 5Y | +52.8% | -21.3% | +74.1% | +55.0% |
| 10Y | +128.8% | +7.0% | +121.8% | +103.8% |
| All | +4,297.1% | +655.2% | +3,641.9% | +1,660.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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