-24.7%
ACN vs KRE
+17.8%
-42.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | -1.5% | +1.3% | -2.8% | -2.1% |
| 30D | +9.4% | -2.7% | +12.0% | +10.6% |
| 3M | +5.6% | +8.2% | -2.5% | +2.0% |
| 6M | -9.3% | +12.8% | -22.1% | -14.5% |
| YTD | -29.0% | +17.5% | -46.5% | -34.7% |
| 1Y | -24.7% | +16.6% | -41.2% | -32.6% |
| All | -24.7% | +17.8% | -42.4% | -32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling