+90.4%
KRE vs WPM
+214.5%
-124.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +0.7% | -3.6% | +4.3% | +0.9% |
| 30D | +6.1% | +1.4% | +4.7% | +5.9% |
| 3M | -5.9% | -0.2% | -5.7% | -6.1% |
| 6M | +9.6% | -7.3% | +16.9% | +9.8% |
| YTD | +14.2% | +12.3% | +1.8% | +12.8% |
| 1Y | +22.5% | +24.9% | -2.4% | +20.3% |
| 3Y | +90.4% | +210.4% | -120.0% | +52.5% |
| All | +90.4% | +214.5% | -124.1% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling