+152.5%
KRE vs BEN
+135.8%
+16.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.1% |
| 7D | +2.3% | +4.7% | -2.4% | -0.8% |
| 30D | -2.5% | +2.6% | -5.1% | -4.3% |
| 3M | +6.2% | +11.5% | -5.3% | -1.9% |
| 6M | +15.8% | +35.3% | -19.5% | -7.0% |
| YTD | +16.0% | +48.6% | -32.6% | -12.7% |
| 1Y | +16.2% | +46.7% | -30.5% | -12.2% |
| 3Y | +86.4% | +57.0% | +29.4% | +30.8% |
| 5Y | +33.0% | +41.8% | -8.9% | -3.5% |
| 10Y | +123.0% | +55.2% | +67.8% | +41.7% |
| All | +152.5% | +135.8% | +16.8% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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