+4,404.4%
DELL vs KRE
+124.8%
+4,279.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +8.2% | -1.8% | +10.1% | +9.1% |
| 30D | +17.1% | -4.5% | +21.6% | +19.7% |
| 3M | +45.2% | +2.7% | +42.4% | +43.3% |
| 6M | +286.8% | +16.9% | +269.9% | +260.4% |
| YTD | +354.8% | +15.4% | +339.4% | +323.8% |
| 1Y | +358.3% | +16.1% | +342.2% | +324.2% |
| 3Y | +724.9% | +85.7% | +639.2% | +511.7% |
| 5Y | +1,193.7% | +33.3% | +1,160.4% | +1,004.9% |
| All | +4,404.4% | +124.8% | +4,279.6% | +3,000.4% |
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