+755.6%
GOOGL vs KRE
+124.8%
+630.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | 0.0% | -1.8% | +1.8% | +0.6% |
| 30D | -1.4% | -4.5% | +3.1% | +0.1% |
| 3M | -5.3% | +2.7% | -8.1% | -6.3% |
| 6M | +9.8% | +16.9% | -7.1% | +4.2% |
| YTD | +8.4% | +15.4% | -7.0% | +3.0% |
| 1Y | +41.2% | +16.1% | +25.1% | +33.5% |
| 3Y | +149.6% | +85.7% | +63.9% | +97.1% |
| 5Y | +142.6% | +33.3% | +109.3% | +113.2% |
| All | +755.6% | +124.8% | +630.8% | +532.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling