+1.4%
AVGO vs KRE
+16.5%
-15.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | -1.8% | +3.0% | +1.2% |
| 30D | -13.0% | -4.5% | -8.5% | -12.8% |
| 3M | -6.0% | +2.7% | -8.7% | -6.2% |
| 6M | +6.4% | +16.9% | -10.5% | +3.8% |
| YTD | +5.0% | +15.4% | -10.4% | +2.6% |
| 1Y | +1.4% | +16.1% | -14.7% | -2.9% |
| All | +1.4% | +16.5% | -15.1% | -2.9% |
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