+887.9%
APP vs KRE
+91.7%
+796.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.8% |
| 7D | +4.6% | +0.7% | +3.8% | +4.2% |
| 30D | +56.0% | +6.1% | +49.9% | +50.8% |
| 3M | +30.8% | -5.9% | +36.8% | +34.6% |
| 6M | -9.8% | +9.6% | -19.4% | -14.3% |
| YTD | -39.3% | +14.2% | -53.5% | -43.8% |
| 1Y | -26.4% | +22.5% | -48.9% | -34.6% |
| 3Y | +887.9% | +90.4% | +797.6% | +556.7% |
| All | +887.9% | +91.7% | +796.2% | +556.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling