+386.0%
WDC vs KRE
+16.4%
+369.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.5% |
| 7D | +4.4% | -1.4% | +5.8% | +4.6% |
| 30D | +5.3% | -3.9% | +9.2% | +5.8% |
| 3M | -5.9% | +3.6% | -9.6% | -6.6% |
| 6M | +73.2% | +15.4% | +57.9% | +65.9% |
| YTD | +167.8% | +15.2% | +152.6% | +164.1% |
| 1Y | +386.0% | +16.5% | +369.5% | +381.3% |
| All | +386.0% | +16.4% | +369.6% | +381.3% |
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