+916.1%
WDC vs KR
+52.3%
+863.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.7% | -2.5% |
| 7D | -4.3% | -0.2% | -4.1% | -4.3% |
| 30D | -1.5% | +5.1% | -6.5% | -0.5% |
| 3M | -15.5% | -8.2% | -7.3% | -15.7% |
| 6M | +66.5% | -18.0% | +84.4% | +65.0% |
| YTD | +159.9% | -4.8% | +164.6% | +159.0% |
| 1Y | +366.0% | -11.0% | +377.0% | +364.0% |
| 3Y | +1,285.8% | +37.7% | +1,248.2% | +1,200.0% |
| All | +916.1% | +52.3% | +863.8% | +843.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling