+295.2%
WBD vs KR
+779.4%
-484.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -1.3% |
| 7D | -0.7% | -0.2% | -0.6% | -0.7% |
| 30D | +1.4% | +5.1% | -3.6% | 0.0% |
| 3M | +4.4% | -8.2% | +12.5% | +6.4% |
| 6M | +0.8% | -18.0% | +18.8% | +5.6% |
| YTD | -2.7% | -4.8% | +2.1% | -2.6% |
| 1Y | +73.4% | -11.0% | +84.4% | +76.3% |
| 3Y | +142.1% | +37.7% | +104.5% | +112.1% |
| 5Y | +7.2% | +52.8% | -45.6% | -10.5% |
| 10Y | +14.2% | +128.8% | -114.6% | -21.8% |
| All | +295.2% | +779.4% | -484.1% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 all: compounded portfolio wealth divided by compounded KR 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…
all analysis · Full analysis span regression · 6 months rolling