+152.5%
KRE vs AEIS
+2,164.9%
-2,012.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.2% |
| 7D | +2.3% | +8.1% | -5.8% | -0.5% |
| 30D | -2.5% | -11.1% | +8.6% | +1.0% |
| 3M | +6.2% | -5.6% | +11.9% | +4.6% |
| 6M | +15.8% | -0.6% | +16.5% | +9.6% |
| YTD | +16.0% | +38.0% | -22.0% | -3.8% |
| 1Y | +16.2% | +87.2% | -71.1% | -15.2% |
| 3Y | +86.4% | +179.7% | -93.3% | +13.4% |
| 5Y | +33.0% | +241.7% | -208.8% | -27.0% |
| 10Y | +123.0% | +547.2% | -424.2% | -14.3% |
| All | +152.5% | +2,164.9% | -2,012.4% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling