+138.3%
ADI vs KRE
+32.1%
+106.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -1.8% | +6.4% | +5.5% |
| 30D | -1.2% | -4.5% | +3.3% | +1.2% |
| 3M | -7.8% | +2.7% | -10.6% | -9.4% |
| 6M | +19.3% | +16.9% | +2.5% | +9.5% |
| YTD | +40.9% | +15.4% | +25.6% | +29.8% |
| 1Y | +54.5% | +16.1% | +38.4% | +41.5% |
| 3Y | +123.4% | +85.7% | +37.7% | +60.4% |
| All | +138.3% | +32.1% | +106.2% | +117.9% |
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