+164.3%
INTC vs KRE
+84.1%
+80.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.9% |
| 7D | +9.4% | -1.4% | +10.9% | +10.2% |
| 30D | +2.7% | -3.9% | +6.6% | +5.1% |
| 3M | -6.3% | +3.6% | -9.9% | -8.6% |
| 6M | +114.5% | +15.4% | +99.1% | +95.4% |
| YTD | +171.9% | +15.2% | +156.7% | +148.7% |
| 1Y | +305.0% | +16.5% | +288.6% | +267.2% |
| All | +164.3% | +84.1% | +80.3% | +104.7% |
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