+145.2%
GOOGL vs KRE
+84.1%
+61.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -2.8% | -1.4% | -1.4% | -2.4% |
| 30D | -3.2% | -3.9% | +0.7% | -2.1% |
| 3M | -6.6% | +3.6% | -10.2% | -7.6% |
| 6M | +8.5% | +15.4% | -6.9% | +4.2% |
| YTD | +6.5% | +15.2% | -8.7% | +2.1% |
| 1Y | +39.4% | +16.5% | +23.0% | +33.0% |
| All | +145.2% | +84.1% | +61.2% | +114.7% |
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