+36.5%
WELL vs KR
+10.2%
+26.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.4% | +2.3% |
| 7D | +9.2% | +6.1% | +3.1% | +8.2% |
| 30D | +10.6% | +17.3% | -6.7% | +8.1% |
| 3M | +7.5% | +20.2% | -12.7% | +4.6% |
| 6M | +15.0% | +3.3% | +11.7% | +13.5% |
| YTD | +35.0% | +12.3% | +22.8% | +31.7% |
| 1Y | +36.5% | +10.6% | +25.9% | +33.2% |
| All | +36.5% | +10.2% | +26.3% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling