+349.8%
WELL vs KR
+129.5%
+220.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.2% |
| 7D | -0.2% | -0.2% | -0.1% | -0.2% |
| 30D | +2.3% | +5.1% | -2.7% | +2.0% |
| 3M | +12.3% | -8.2% | +20.4% | +12.7% |
| 6M | +15.6% | -18.0% | +33.6% | +16.7% |
| YTD | +28.3% | -4.8% | +33.1% | +28.5% |
| 1Y | +41.9% | -11.0% | +52.9% | +42.6% |
| 3Y | +198.3% | +37.7% | +160.7% | +194.1% |
| 5Y | +206.4% | +52.8% | +153.6% | +202.0% |
| All | +349.8% | +129.5% | +220.2% | +338.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling