+1,892.6%
ADI vs KRE
+147.5%
+1,745.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | +9.5% | +0.7% | +8.7% | +9.1% |
| 30D | -1.4% | +6.1% | -7.5% | -4.1% |
| 3M | +4.7% | -5.9% | +10.6% | +7.7% |
| 6M | -7.4% | +9.6% | -17.0% | -11.8% |
| YTD | +48.1% | +14.2% | +33.9% | +38.2% |
| 1Y | +69.6% | +22.5% | +47.1% | +53.1% |
| 3Y | +144.4% | +90.4% | +54.0% | +77.4% |
| 5Y | +134.1% | +11.9% | +122.3% | +113.0% |
| 10Y | +632.8% | +88.8% | +544.0% | +386.7% |
| All | +1,892.6% | +147.5% | +1,745.2% | +991.2% |
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