+16.6%
KRE vs BRKR
+100.6%
-84.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.1% | +0.6% |
| 7D | +1.3% | +2.5% | -1.2% | +1.1% |
| 30D | -2.7% | +11.5% | -14.2% | -3.4% |
| 3M | +8.2% | -2.4% | +10.6% | +7.8% |
| 6M | +12.8% | +52.3% | -39.5% | +6.1% |
| YTD | +17.5% | +24.5% | -7.0% | +12.6% |
| 1Y | +16.6% | +97.3% | -80.8% | +11.3% |
| All | +16.6% | +100.6% | -84.0% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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