+113.2%
WDC vs KRE
+27.2%
+86.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.7% | -8.5% | -7.1% |
| 7D | -18.3% | +2.8% | -21.1% | -18.8% |
| 30D | -26.7% | +5.3% | -32.0% | -27.5% |
| 3M | -40.9% | -4.2% | -36.7% | -39.7% |
| 6M | -26.8% | +8.7% | -35.4% | -30.0% |
| YTD | +88.2% | +16.4% | +71.8% | +71.0% |
| 1Y | +113.2% | +26.9% | +86.3% | +93.7% |
| All | +113.2% | +27.2% | +86.0% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 1y: compounded portfolio wealth divided by compounded KRE 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…
1y analysis · Full analysis span regression · 6 months rolling