+193.0%
HOOD vs KRE
+32.0%
+161.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -2.8% |
| 7D | +13.4% | +2.3% | +11.0% | +11.3% |
| 30D | +25.8% | -2.5% | +28.3% | +28.6% |
| 3M | +38.0% | +6.2% | +31.8% | +29.8% |
| 6M | +52.2% | +15.8% | +36.4% | +33.0% |
| YTD | +3.7% | +16.0% | -12.2% | -9.7% |
| 1Y | +0.1% | +16.2% | -16.1% | -13.4% |
| 3Y | +992.6% | +86.4% | +906.1% | +556.2% |
| 5Y | +193.0% | +33.0% | +160.0% | +159.4% |
| All | +193.0% | +32.0% | +161.0% | +159.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling