+152.5%
KRE vs WCN
+1,613.4%
-1,460.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -0.6% |
| 7D | +2.3% | -0.4% | +2.8% | +2.6% |
| 30D | -2.5% | -2.1% | -0.4% | -1.2% |
| 3M | +6.2% | +6.4% | -0.1% | +1.4% |
| 6M | +15.8% | -3.7% | +19.5% | +17.2% |
| YTD | +16.0% | -6.4% | +22.4% | +18.9% |
| 1Y | +16.2% | -7.9% | +24.1% | +20.0% |
| 3Y | +86.4% | +20.8% | +65.6% | +55.0% |
| 5Y | +33.0% | +29.0% | +4.0% | +2.5% |
| 10Y | +123.0% | +236.4% | -113.4% | -18.3% |
| All | +152.5% | +1,613.4% | -1,460.9% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling