+26.9%
KRE vs WEC
+9.7%
+17.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.2% |
| 7D | +2.8% | +6.9% | -4.1% | +1.4% |
| 30D | +5.3% | +16.6% | -11.3% | +2.3% |
| 3M | -4.2% | +9.1% | -13.3% | -5.8% |
| 6M | +8.7% | +3.2% | +5.5% | +7.3% |
| YTD | +16.4% | +14.9% | +1.5% | +15.3% |
| 1Y | +26.9% | +9.2% | +17.7% | +25.1% |
| All | +26.9% | +9.7% | +17.2% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling