+148.6%
KRE vs WEC
+1,055.3%
-906.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | +0.7% | +2.3% | -1.6% | -0.4% |
| 30D | +6.1% | +11.1% | -4.9% | +0.7% |
| 3M | -5.9% | +8.4% | -14.4% | -9.8% |
| 6M | +9.6% | +7.5% | +2.1% | +5.4% |
| YTD | +14.2% | +15.3% | -1.1% | +5.7% |
| 1Y | +22.5% | +9.7% | +12.8% | +16.1% |
| 3Y | +90.4% | +64.7% | +25.7% | +45.1% |
| 5Y | +11.9% | +57.3% | -45.4% | -14.7% |
| 10Y | +88.8% | +195.9% | -107.1% | -10.7% |
| All | +148.6% | +1,055.3% | -906.7% | -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