+150.8%
KRE vs BBY
+201.3%
-50.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -1.4% | +0.7% | -2.1% | -1.7% |
| 30D | -3.9% | +5.8% | -9.7% | -6.2% |
| 3M | +3.6% | +18.0% | -14.4% | -3.3% |
| 6M | +15.4% | +39.8% | -24.5% | -0.2% |
| YTD | +15.2% | +35.4% | -20.2% | +0.5% |
| 1Y | +16.5% | +21.4% | -4.9% | +5.4% |
| 3Y | +85.2% | +39.5% | +45.6% | +53.1% |
| 5Y | +33.1% | -0.5% | +33.6% | +21.0% |
| 10Y | +123.1% | +240.0% | -117.0% | +18.0% |
| All | +150.8% | +201.3% | -50.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling