+668.0%
BE vs KRE
+45.8%
+622.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.2% |
| 7D | +10.8% | +0.7% | +10.1% | +10.3% |
| 30D | -19.8% | +6.1% | -25.9% | -23.6% |
| 3M | -18.7% | -5.9% | -12.8% | -15.0% |
| 6M | -33.7% | +9.6% | -43.3% | -39.0% |
| YTD | +121.0% | +14.2% | +106.8% | +95.4% |
| 1Y | +85.4% | +22.5% | +62.9% | +53.8% |
| 3Y | +1,709.5% | +90.4% | +1,619.2% | +915.9% |
| 5Y | +462.2% | +11.9% | +450.3% | +389.2% |
| All | +668.0% | +45.8% | +622.2% | +271.3% |
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