+152.5%
KRE vs WPM
+2,181.8%
-2,029.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +2.3% | +7.0% | -4.7% | +1.7% |
| 30D | -2.5% | +15.7% | -18.2% | -3.9% |
| 3M | +6.2% | +35.2% | -29.0% | +3.0% |
| 6M | +15.8% | +6.1% | +9.7% | +14.5% |
| YTD | +16.0% | +32.6% | -16.6% | +12.0% |
| 1Y | +16.2% | +46.9% | -30.7% | +10.8% |
| 3Y | +86.4% | +276.3% | -189.9% | +60.9% |
| 5Y | +33.0% | +260.0% | -227.0% | +13.9% |
| 10Y | +123.0% | +508.5% | -385.5% | +74.5% |
| All | +152.5% | +2,181.8% | -2,029.3% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WPM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling