+93.1%
ACN vs KRE
+124.8%
-31.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.2% | +3.3% |
| 7D | -1.5% | -1.8% | +0.3% | -0.8% |
| 30D | +2.1% | -4.5% | +6.6% | +3.9% |
| 3M | +11.1% | +2.7% | +8.4% | +9.9% |
| 6M | -6.8% | +16.9% | -23.7% | -12.6% |
| YTD | -30.0% | +15.4% | -45.4% | -34.1% |
| 1Y | -23.1% | +16.1% | -39.2% | -27.9% |
| 3Y | -40.4% | +85.7% | -126.1% | -54.9% |
| 5Y | -41.6% | +33.3% | -74.8% | -50.1% |
| All | +93.1% | +124.8% | -31.7% | +36.8% |
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 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