+360.5%
BE vs KRE
+17.8%
+342.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.2% |
| 7D | +20.0% | +1.3% | +18.7% | +19.5% |
| 30D | +7.9% | -2.7% | +10.6% | +8.9% |
| 3M | -13.2% | +8.2% | -21.4% | -16.4% |
| 6M | +53.5% | +12.8% | +40.6% | +44.1% |
| YTD | +191.0% | +17.5% | +173.5% | +169.7% |
| 1Y | +360.5% | +16.6% | +343.9% | +308.8% |
| All | +360.5% | +17.8% | +342.7% | +308.8% |
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