+711.1%
AVGO vs KRE
+31.8%
+679.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -0.7% |
| 7D | -0.8% | -1.1% | +0.3% | -0.4% |
| 30D | -13.7% | -3.4% | -10.3% | -12.6% |
| 3M | -6.9% | +3.7% | -10.6% | -8.6% |
| 6M | +5.8% | +14.8% | -9.0% | -0.7% |
| YTD | +5.7% | +14.7% | -9.0% | -1.2% |
| 1Y | +9.0% | +16.0% | -7.0% | +1.0% |
| 3Y | +340.5% | +84.3% | +256.3% | +229.9% |
| 5Y | +711.1% | +30.9% | +680.2% | +654.7% |
| All | +711.1% | +31.8% | +679.3% | +654.7% |
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