+86.4%
KRE vs WMB
+148.7%
-62.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.5% | -2.0% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | -2.5% | +7.7% | -10.2% | -5.1% |
| 3M | +6.2% | +6.7% | -0.5% | +3.4% |
| 6M | +15.8% | +3.6% | +12.2% | +13.4% |
| YTD | +16.0% | +28.0% | -12.0% | +3.6% |
| 1Y | +16.2% | +37.6% | -21.4% | -0.1% |
| 3Y | +86.4% | +149.0% | -62.6% | +6.5% |
| All | +86.4% | +148.7% | -62.3% | +6.5% |
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