+1,278.0%
AAPL vs KRE
+124.8%
+1,153.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.8% | -1.8% | +5.7% | +4.5% |
| 30D | +9.9% | -4.5% | +14.4% | +11.6% |
| 3M | +12.5% | +2.7% | +9.8% | +11.3% |
| 6M | +27.6% | +16.9% | +10.8% | +20.7% |
| YTD | +22.6% | +15.4% | +7.2% | +16.2% |
| 1Y | +45.0% | +16.1% | +28.9% | +36.8% |
| 3Y | +87.8% | +85.7% | +2.0% | +48.2% |
| 5Y | +128.7% | +33.3% | +95.4% | +100.6% |
| All | +1,278.0% | +124.8% | +1,153.2% | +960.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling