+570.0%
AVGO vs KRE
+11.4%
+558.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.3% | -5.1% | -4.9% |
| 7D | +18.2% | +0.7% | +17.4% | +17.8% |
| 30D | +0.2% | +6.1% | -5.9% | -2.2% |
| 3M | -16.8% | -5.9% | -10.9% | -14.8% |
| 6M | -16.5% | +9.6% | -26.1% | -20.1% |
| YTD | +0.8% | +14.2% | -13.4% | -5.8% |
| 1Y | +2.8% | +22.5% | -19.7% | -7.0% |
| 3Y | +278.5% | +90.4% | +188.2% | +178.3% |
| All | +570.0% | +11.4% | +558.6% | +566.7% |
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 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