+155.8%
KRE vs WEC
+932.3%
-776.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | -2.7% | -1.3% | -1.4% | -2.1% |
| 3M | +8.2% | -3.9% | +12.1% | +10.1% |
| 6M | +12.8% | -8.3% | +21.1% | +17.3% |
| YTD | +17.5% | +3.1% | +14.4% | +15.1% |
| 1Y | +16.6% | +1.9% | +14.6% | +14.6% |
| 3Y | +79.5% | +41.9% | +37.5% | +47.3% |
| 5Y | +32.4% | +30.8% | +1.6% | +10.7% |
| 10Y | +124.1% | +141.9% | -17.8% | +18.6% |
| All | +155.8% | +932.3% | -776.5% | -65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling