+265.1%
GE vs KRE
+91.1%
+173.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.2% |
| 7D | +5.1% | +0.3% | +4.8% | +5.0% |
| 30D | +7.6% | +5.0% | +2.5% | +5.6% |
| 3M | -9.3% | -5.7% | -3.6% | -7.2% |
| 6M | +11.5% | +7.5% | +4.0% | +8.5% |
| YTD | +7.9% | +13.8% | -6.0% | +2.9% |
| 1Y | +7.6% | +20.7% | -13.0% | +0.6% |
| All | +265.1% | +91.1% | +173.9% | +215.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling