+148.0%
ADBE vs KRE
+124.5%
+23.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -12.9% | -1.4% | -11.5% | -12.5% |
| 30D | -5.6% | -3.9% | -1.7% | -4.5% |
| 3M | +6.6% | +3.6% | +3.0% | +5.3% |
| 6M | -9.6% | +15.4% | -24.9% | -13.8% |
| YTD | -28.9% | +15.2% | -44.1% | -32.4% |
| 1Y | -28.9% | +16.5% | -45.4% | -32.8% |
| 3Y | -55.6% | +85.2% | -140.7% | -64.4% |
| 5Y | -62.2% | +33.1% | -95.3% | -66.6% |
| All | +148.0% | +124.5% | +23.5% | +85.5% |
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