+991.6%
WDC vs KRE
+31.8%
+959.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.7% |
| 7D | +7.5% | -1.1% | +8.5% | +8.1% |
| 30D | +10.1% | -3.4% | +13.5% | +12.2% |
| 3M | -6.8% | +3.7% | -10.5% | -9.2% |
| 6M | +84.1% | +14.8% | +69.4% | +69.1% |
| YTD | +180.3% | +14.7% | +165.6% | +157.7% |
| 1Y | +411.1% | +16.0% | +395.1% | +363.0% |
| 3Y | +1,375.0% | +84.3% | +1,290.8% | +900.0% |
| 5Y | +991.6% | +30.9% | +960.7% | +873.0% |
| All | +991.6% | +31.8% | +959.8% | +873.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling