+147.8%
KRE vs WEC
+1,044.7%
-896.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +5.0% | +11.0% | -6.0% | -0.3% |
| 3M | -5.7% | +8.6% | -14.4% | -9.7% |
| 6M | +7.5% | +6.2% | +1.4% | +4.0% |
| YTD | +13.8% | +14.3% | -0.4% | +5.9% |
| 1Y | +20.7% | +8.4% | +12.3% | +15.1% |
| 3Y | +90.1% | +62.9% | +27.3% | +45.7% |
| 5Y | +11.5% | +55.8% | -44.3% | -14.6% |
| 10Y | +88.2% | +193.2% | -105.0% | -10.6% |
| All | +147.8% | +1,044.7% | -896.9% | -68.1% |
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 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