+106.9%
GILD vs KRE
+84.6%
+22.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -3.0% | -1.5% | -1.5% | -2.8% |
| 30D | +5.8% | -4.9% | +10.7% | +6.7% |
| 3M | +17.3% | +1.5% | +15.8% | +17.0% |
| 6M | +1.6% | +18.8% | -17.2% | -1.5% |
| YTD | +20.8% | +15.7% | +5.1% | +17.3% |
| 1Y | +31.1% | +16.8% | +14.3% | +27.0% |
| 3Y | +106.9% | +83.4% | +23.5% | +77.5% |
| All | +106.9% | +84.6% | +22.2% | +77.5% |
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