+17,645.1%
AAPL vs KRE
+151.4%
+17,493.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | -2.7% | +2.3% | -5.1% | -3.6% |
| 30D | +1.0% | -2.5% | +3.5% | +1.9% |
| 3M | +5.0% | +6.2% | -1.3% | +2.4% |
| 6M | +23.0% | +15.8% | +7.2% | +16.1% |
| YTD | +16.6% | +16.0% | +0.6% | +9.8% |
| 1Y | +33.4% | +16.2% | +17.3% | +25.1% |
| 3Y | +79.9% | +86.4% | -6.5% | +37.8% |
| 5Y | +109.0% | +33.0% | +76.1% | +78.9% |
| 10Y | +1,210.4% | +123.0% | +1,087.4% | +738.1% |
| All | +17,645.1% | +151.4% | +17,493.7% | +9,702.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling