+1,055.3%
DELL vs KRE
+30.8%
+1,024.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -5.6% |
| 7D | -1.9% | -1.4% | -0.5% | -1.3% |
| 30D | +14.9% | -3.9% | +18.8% | +17.3% |
| 3M | +37.2% | +3.6% | +33.6% | +34.9% |
| 6M | +254.0% | +15.4% | +238.6% | +230.4% |
| YTD | +306.1% | +15.2% | +290.9% | +276.7% |
| 1Y | +312.3% | +16.5% | +295.8% | +278.8% |
| 3Y | +654.0% | +85.2% | +568.9% | +452.3% |
| 5Y | +1,055.3% | +33.1% | +1,022.2% | +940.7% |
| All | +1,055.3% | +30.8% | +1,024.6% | +940.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling