+903.3%
ACN vs KRE
+154.6%
+748.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | -1.5% | +1.3% | -2.8% | -2.0% |
| 30D | +9.4% | -2.7% | +12.0% | +10.4% |
| 3M | +5.6% | +8.2% | -2.5% | +2.4% |
| 6M | -9.3% | +12.8% | -22.1% | -13.6% |
| YTD | -29.0% | +17.5% | -46.5% | -33.5% |
| 1Y | -24.7% | +16.6% | -41.2% | -29.3% |
| 3Y | -39.8% | +79.5% | -119.3% | -53.5% |
| 5Y | -40.9% | +32.4% | -73.3% | -49.5% |
| 10Y | +91.1% | +124.1% | -33.0% | +24.0% |
| All | +903.3% | +154.6% | +748.7% | +465.7% |
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