+292.6%
APP vs KRE
+10.5%
+282.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.2% | +10.0% | +10.0% |
| 7D | +71.2% | +0.3% | +70.9% | +70.2% |
| 30D | +39.1% | +4.8% | +34.3% | +34.5% |
| 3M | +16.5% | -5.1% | +21.6% | +19.7% |
| 6M | -16.6% | +3.3% | -19.8% | -18.8% |
| YTD | -41.9% | +13.3% | -55.3% | -47.1% |
| 1Y | -37.0% | +22.9% | -59.9% | -45.7% |
| 3Y | +892.4% | +82.1% | +810.3% | +524.2% |
| All | +292.6% | +10.5% | +282.2% | +305.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling