+22.6%
KRE vs ACWI
+12.9%
+9.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.3% |
| 7D | -0.4% | +0.3% | -0.7% | -0.6% |
| 30D | +6.4% | -2.8% | +9.3% | +8.1% |
| 3M | -3.1% | -3.2% | +0.1% | -1.4% |
| 6M | +6.4% | +1.3% | +5.1% | +5.0% |
| YTD | +15.3% | +11.2% | +4.1% | +5.7% |
| All | +22.6% | +12.9% | +9.8% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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