+867.7%
INTC vs KRE
+151.4%
+716.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.3% | +10.3% | +9.6% |
| 7D | +17.4% | +2.3% | +15.1% | +16.1% |
| 30D | +2.8% | -2.5% | +5.3% | +4.0% |
| 3M | -5.3% | +6.2% | -11.5% | -8.2% |
| 6M | +140.6% | +15.8% | +124.8% | +123.8% |
| YTD | +183.1% | +16.0% | +167.1% | +163.7% |
| 1Y | +326.8% | +16.2% | +310.6% | +296.3% |
| 3Y | +179.4% | +86.4% | +93.0% | +106.8% |
| 5Y | +111.7% | +33.0% | +78.8% | +79.1% |
| 10Y | +253.8% | +123.0% | +130.8% | +115.6% |
| All | +867.7% | +151.4% | +716.4% | +410.4% |
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 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