+123.6%
HOOD vs KRE
+32.0%
+91.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.6% |
| 7D | -3.8% | +0.7% | -4.5% | -4.4% |
| 30D | -23.0% | +6.1% | -29.1% | -26.8% |
| 3M | -21.6% | -5.9% | -15.7% | -17.4% |
| 6M | +1.4% | +9.6% | -8.1% | -6.8% |
| YTD | -31.2% | +14.2% | -45.4% | -39.0% |
| 1Y | -35.9% | +22.5% | -58.4% | -46.7% |
| 3Y | +836.9% | +90.4% | +746.6% | +463.7% |
| 5Y | +121.1% | +11.9% | +109.3% | +108.8% |
| All | +123.6% | +32.0% | +91.6% | +119.7% |
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 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