+1,528.7%
DHR vs KRE
+151.4%
+1,377.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | -0.8% | +2.3% | -3.1% | -1.6% |
| 30D | +0.2% | -2.5% | +2.7% | +1.1% |
| 3M | +12.1% | +6.2% | +5.8% | +9.5% |
| 6M | +5.4% | +15.8% | -10.4% | -0.1% |
| YTD | -10.0% | +16.0% | -26.0% | -14.9% |
| 1Y | +4.1% | +16.2% | -12.1% | -2.0% |
| 3Y | -5.2% | +86.4% | -91.6% | -26.0% |
| 5Y | -28.2% | +33.0% | -61.2% | -38.2% |
| 10Y | +208.4% | +123.0% | +85.4% | +95.5% |
| All | +1,528.7% | +151.4% | +1,377.3% | +789.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling