+188.9%
AMAT vs KRE
+17.8%
+171.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.1% |
| 7D | -1.5% | +1.3% | -2.8% | -2.1% |
| 30D | -14.8% | -2.7% | -12.1% | -13.8% |
| 3M | -9.3% | +8.2% | -17.5% | -12.8% |
| 6M | +27.4% | +12.8% | +14.6% | +19.4% |
| YTD | +77.6% | +17.5% | +60.1% | +63.1% |
| 1Y | +188.9% | +16.6% | +172.4% | +175.0% |
| All | +188.9% | +17.8% | +171.2% | +175.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling