+294.7%
C vs KRE
+119.6%
+175.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +1.7% |
| 7D | +2.6% | -1.1% | +3.6% | +3.5% |
| 30D | +1.9% | -3.4% | +5.3% | +4.8% |
| 3M | +2.8% | +3.7% | -0.9% | -0.5% |
| 6M | +30.6% | +14.8% | +15.8% | +16.3% |
| YTD | +19.9% | +14.7% | +5.2% | +6.9% |
| 1Y | +44.6% | +16.0% | +28.5% | +27.2% |
| 3Y | +272.1% | +84.3% | +187.9% | +116.1% |
| 5Y | +132.0% | +30.9% | +101.1% | +72.7% |
| 10Y | +294.7% | +122.0% | +172.7% | +75.6% |
| All | +294.7% | +119.6% | +175.0% | +75.6% |
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 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