+26.2%
KLAC vs KRE
+27.2%
-1.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.9% |
| 7D | -5.7% | +2.8% | -8.5% | -6.9% |
| 30D | -27.6% | +5.3% | -32.9% | -29.5% |
| 3M | -23.3% | -4.2% | -19.1% | -21.1% |
| 6M | -12.4% | +8.7% | -21.1% | -16.4% |
| YTD | +23.7% | +16.4% | +7.4% | +12.0% |
| 1Y | +26.2% | +26.9% | -0.7% | +11.8% |
| All | +26.2% | +27.2% | -1.0% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling