+18,229.0%
WDC vs KR
+4,382.3%
+13,846.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.5% |
| 7D | +6.0% | -1.3% | +7.3% | +6.2% |
| 30D | +9.9% | +1.5% | +8.4% | +9.6% |
| 3M | -9.4% | -8.5% | -0.9% | -8.7% |
| 6M | +94.7% | -21.9% | +116.6% | +100.5% |
| YTD | +177.4% | -6.9% | +184.2% | +176.2% |
| 1Y | +412.6% | -14.0% | +426.6% | +415.2% |
| 3Y | +1,359.8% | +30.3% | +1,329.5% | +1,232.2% |
| 5Y | +992.6% | +37.7% | +954.8% | +871.8% |
| 10Y | +1,245.5% | +125.2% | +1,120.3% | +931.7% |
| All | +18,229.0% | +4,382.3% | +13,846.7% | +6,737.6% |
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