-21.0%
BSX vs KRE
+84.1%
-105.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.2% |
| 7D | -8.2% | -1.4% | -6.8% | -8.0% |
| 30D | -15.8% | -3.9% | -11.9% | -15.3% |
| 3M | -10.8% | +3.6% | -14.5% | -11.3% |
| 6M | -38.4% | +15.4% | -53.8% | -39.6% |
| YTD | -54.8% | +15.2% | -70.0% | -55.9% |
| 1Y | -59.0% | +16.5% | -75.5% | -60.1% |
| All | -21.0% | +84.1% | -105.1% | -28.5% |
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