+89.3%
KRE vs WMB
+278.0%
-188.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -1.3% |
| 7D | -1.6% | +1.6% | -3.2% | -2.4% |
| 30D | +4.9% | -7.1% | +12.0% | +7.9% |
| 3M | -4.5% | -4.0% | -0.5% | -3.7% |
| 6M | +7.7% | -5.7% | +13.4% | +8.9% |
| YTD | +14.5% | +17.2% | -2.7% | +2.7% |
| 1Y | +21.5% | +17.2% | +4.3% | +8.8% |
| 3Y | +91.2% | +121.1% | -29.8% | +18.6% |
| 5Y | +11.8% | +197.2% | -185.4% | -41.7% |
| 10Y | +89.3% | +280.9% | -191.6% | -23.0% |
| All | +89.3% | +278.0% | -188.7% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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