+78.2%
AAPL vs KRE
+83.2%
-5.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.6% |
| 30D | +2.3% | -3.4% | +5.7% | +3.4% |
| 3M | +8.6% | +3.7% | +4.9% | +7.1% |
| 6M | +21.6% | +14.8% | +6.8% | +15.8% |
| YTD | +16.3% | +14.7% | +1.7% | +10.7% |
| 1Y | +35.1% | +16.0% | +19.0% | +27.7% |
| All | +78.2% | +83.2% | -5.0% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling