+1,683.3%
BE vs KRE
+83.2%
+1,600.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.0% |
| 7D | +23.9% | -1.1% | +25.0% | +24.9% |
| 30D | +27.8% | -3.4% | +31.2% | +31.0% |
| 3M | +3.7% | +3.7% | 0.0% | +0.1% |
| 6M | +78.0% | +14.8% | +63.2% | +59.0% |
| YTD | +209.9% | +14.7% | +195.3% | +176.0% |
| 1Y | +389.6% | +16.0% | +373.6% | +328.3% |
| All | +1,683.3% | +83.2% | +1,600.2% | +801.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling