+1,713.8%
ADI vs KRE
+154.6%
+1,559.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +0.4% | +1.3% | -0.9% | -0.2% |
| 30D | -3.8% | -2.7% | -1.1% | -2.6% |
| 3M | -15.3% | +8.2% | -23.4% | -18.6% |
| 6M | +6.7% | +12.8% | -6.1% | +0.5% |
| YTD | +34.8% | +17.5% | +17.3% | +24.2% |
| 1Y | +49.0% | +16.6% | +32.4% | +37.5% |
| 3Y | +108.1% | +79.5% | +28.6% | +54.9% |
| 5Y | +142.4% | +32.4% | +110.0% | +103.7% |
| 10Y | +589.9% | +124.1% | +465.8% | +323.2% |
| All | +1,713.8% | +154.6% | +1,559.2% | +880.5% |
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 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