+121.6%
KRE vs ARWR
+1,080.6%
-959.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -1.4% | -4.3% | +2.9% | -1.0% |
| 30D | -3.9% | -7.3% | +3.4% | -3.2% |
| 3M | +3.6% | +17.0% | -13.4% | +1.4% |
| 6M | +15.4% | +39.8% | -24.4% | +10.4% |
| YTD | +15.2% | +24.7% | -9.4% | +11.4% |
| 1Y | +16.5% | +186.5% | -170.0% | +2.0% |
| 3Y | +85.2% | +176.8% | -91.6% | +55.6% |
| 5Y | +33.1% | +29.3% | +3.8% | +16.3% |
| All | +121.6% | +1,080.6% | -959.0% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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