+121.9%
KRE vs WEC
+146.6%
-24.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.6% |
| 30D | -4.5% | -2.6% | -1.9% | -3.7% |
| 3M | +2.7% | -6.0% | +8.8% | +4.7% |
| 6M | +16.9% | -5.4% | +22.3% | +18.7% |
| YTD | +15.4% | +2.5% | +12.9% | +14.1% |
| 1Y | +16.1% | -0.7% | +16.8% | +15.9% |
| 3Y | +85.7% | +38.7% | +47.0% | +65.1% |
| 5Y | +33.3% | +31.7% | +1.6% | +19.2% |
| All | +121.9% | +146.6% | -24.6% | +117.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling