+31,416.6%
AVGO vs KRE
+389.3%
+31,027.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | -3.0% | +1.3% | -4.3% | -3.6% |
| 30D | -14.4% | -2.7% | -11.8% | -13.3% |
| 3M | -14.4% | +8.2% | -22.6% | -18.0% |
| 6M | +13.1% | +12.8% | +0.3% | +5.9% |
| YTD | +3.8% | +17.5% | -13.7% | -5.2% |
| 1Y | +17.8% | +16.6% | +1.2% | +7.4% |
| 3Y | +325.3% | +79.5% | +245.8% | +204.5% |
| 5Y | +689.9% | +32.4% | +657.5% | +543.8% |
| 10Y | +2,597.0% | +124.1% | +2,472.9% | +1,362.2% |
| All | +31,416.6% | +389.3% | +31,027.3% | +11,089.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling