+142.3%
KRE vs ACI
+17.4%
+124.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | -1.4% | -7.1% | +5.7% | -0.7% |
| 30D | -3.9% | -4.5% | +0.6% | -3.5% |
| 3M | +3.6% | -22.3% | +25.9% | +6.0% |
| 6M | +15.4% | -28.4% | +43.8% | +18.8% |
| YTD | +15.2% | -29.5% | +44.7% | +18.6% |
| 1Y | +16.5% | -34.2% | +50.7% | +20.7% |
| 3Y | +85.2% | -45.7% | +130.8% | +95.0% |
| 5Y | +33.1% | -40.8% | +73.9% | +38.2% |
| All | +142.3% | +17.4% | +124.9% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling