+14,115.6%
AMZN vs KRE
+154.6%
+13,961.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -3.0% | +1.3% | -4.3% | -3.5% |
| 30D | -5.2% | -2.7% | -2.5% | -4.2% |
| 3M | +1.9% | +8.2% | -6.3% | -1.5% |
| 6M | +19.2% | +12.8% | +6.4% | +13.2% |
| YTD | +12.0% | +17.5% | -5.5% | +4.3% |
| 1Y | +9.7% | +16.6% | -6.9% | +2.1% |
| 3Y | +87.2% | +79.5% | +7.7% | +43.2% |
| 5Y | +48.7% | +32.4% | +16.2% | +27.3% |
| 10Y | +569.3% | +124.1% | +445.2% | +298.5% |
| All | +14,115.6% | +154.6% | +13,961.0% | +7,645.7% |
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