+90.9%
KRE vs WMB
+121.3%
-30.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.8% |
| 7D | -1.6% | +1.6% | -3.2% | -2.0% |
| 30D | +4.9% | -7.1% | +12.0% | +6.6% |
| 3M | -4.5% | -4.0% | -0.5% | -4.1% |
| 6M | +7.7% | -5.7% | +13.4% | +8.3% |
| YTD | +14.5% | +17.2% | -2.7% | +5.3% |
| 1Y | +21.5% | +17.2% | +4.3% | +11.6% |
| All | +90.9% | +121.3% | -30.4% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling