+8.9%
GE vs KRE
+27.2%
-18.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.8% |
| 7D | +9.4% | +2.8% | +6.6% | +7.9% |
| 30D | +7.5% | +5.3% | +2.2% | +4.7% |
| 3M | -12.5% | -4.2% | -8.3% | -10.5% |
| 6M | +17.8% | +8.7% | +9.1% | +12.2% |
| YTD | +7.4% | +16.4% | -9.0% | +1.1% |
| 1Y | +8.9% | +26.9% | -18.0% | +1.4% |
| All | +8.9% | +27.2% | -18.3% | +1.4% |
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 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