-62.2%
ADBE vs KRE
+30.8%
-93.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.4% |
| 3M | +6.6% | +3.6% | +3.0% | +5.1% |
| 6M | -9.6% | +15.4% | -24.9% | -14.6% |
| YTD | -28.9% | +15.2% | -44.1% | -33.1% |
| 1Y | -28.9% | +16.5% | -45.4% | -33.5% |
| 3Y | -55.6% | +85.2% | -140.7% | -66.5% |
| 5Y | -62.2% | +33.1% | -95.3% | -64.3% |
| All | -62.2% | +30.8% | -93.0% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling