+934.0%
BE vs KRE
+47.1%
+886.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.4% |
| 7D | +9.7% | -1.4% | +11.2% | +10.9% |
| 30D | +22.4% | -3.9% | +26.3% | +26.3% |
| 3M | +10.4% | +3.6% | +6.7% | +6.3% |
| 6M | +67.9% | +15.4% | +52.5% | +48.1% |
| YTD | +197.5% | +15.2% | +182.3% | +162.0% |
| 1Y | +310.6% | +16.5% | +294.1% | +255.0% |
| 3Y | +1,657.2% | +85.2% | +1,572.1% | +915.7% |
| 5Y | +1,218.2% | +33.1% | +1,185.1% | +903.0% |
| All | +934.0% | +47.1% | +886.9% | +397.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling