+319.1%
DELL vs KRE
+17.8%
+301.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +14.9% | +1.3% | +13.6% | +14.5% |
| 30D | +13.3% | -2.7% | +16.0% | +13.4% |
| 3M | +24.4% | +8.2% | +16.2% | +23.2% |
| 6M | +258.0% | +12.8% | +245.2% | +251.0% |
| YTD | +320.2% | +17.5% | +302.7% | +304.3% |
| 1Y | +319.1% | +16.6% | +302.5% | +299.7% |
| All | +319.1% | +17.8% | +301.3% | +299.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling