+5,376.0%
WMB vs KR
+4,491.2%
+884.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.6% | +1.5% | -0.9% | +0.2% |
| 30D | +3.3% | +4.1% | -0.8% | +2.3% |
| 3M | +3.1% | -5.2% | +8.3% | +4.0% |
| 6M | -0.7% | -12.8% | +12.1% | +1.7% |
| YTD | +25.2% | -4.6% | +29.8% | +25.5% |
| 1Y | +32.9% | -11.7% | +44.5% | +35.2% |
| 3Y | +140.6% | +36.3% | +104.3% | +119.3% |
| 5Y | +273.5% | +40.0% | +233.5% | +232.8% |
| 10Y | +334.2% | +122.2% | +212.0% | +225.8% |
| All | +5,376.0% | +4,491.2% | +884.8% | +2,069.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling