-15.9%
ACN vs KRE
+91.7%
-107.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -3.8% | +0.7% | -4.6% | -4.1% |
| 30D | +16.5% | +6.1% | +10.4% | +14.2% |
| 3M | +41.5% | -5.9% | +47.4% | +44.2% |
| 6M | +60.1% | +9.6% | +50.5% | +55.1% |
| YTD | -3.9% | +14.2% | -18.1% | -8.3% |
| 1Y | +4.1% | +22.5% | -18.4% | -2.9% |
| 3Y | -15.9% | +90.4% | -106.2% | -27.4% |
| All | -15.9% | +91.7% | -107.6% | -27.4% |
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 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