+417.4%
WDC vs KRE
+17.8%
+399.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.3% | +5.8% |
| 7D | +1.7% | +1.3% | +0.4% | +1.6% |
| 30D | -10.0% | -2.7% | -7.3% | -9.7% |
| 3M | -18.8% | +8.2% | -26.9% | -20.0% |
| 6M | +79.0% | +12.8% | +66.2% | +72.8% |
| YTD | +171.6% | +17.5% | +154.1% | +167.3% |
| 1Y | +417.4% | +16.6% | +400.8% | +406.9% |
| All | +417.4% | +17.8% | +399.6% | +406.9% |
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