+3,313.8%
GOOGL vs KRE
+154.6%
+3,159.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -2.3% | +1.3% | -3.6% | -2.8% |
| 30D | -6.6% | -2.7% | -3.9% | -5.6% |
| 3M | -8.9% | +8.2% | -17.1% | -11.7% |
| 6M | +11.9% | +12.8% | -0.9% | +6.7% |
| YTD | +8.3% | +17.5% | -9.2% | +1.5% |
| 1Y | +46.2% | +16.6% | +29.6% | +36.9% |
| 3Y | +151.9% | +79.5% | +72.4% | +94.6% |
| 5Y | +137.7% | +32.4% | +105.3% | +102.9% |
| 10Y | +757.6% | +124.1% | +633.4% | +443.6% |
| All | +3,313.8% | +154.6% | +3,159.2% | +1,738.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling