+86.4%
KRE vs BUD
+48.7%
+37.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +2.3% | +0.8% | +1.6% | +2.1% |
| 30D | -2.5% | -4.8% | +2.3% | -1.4% |
| 3M | +6.2% | +1.4% | +4.9% | +5.7% |
| 6M | +15.8% | +9.9% | +6.0% | +12.8% |
| YTD | +16.0% | +26.3% | -10.4% | +8.6% |
| 1Y | +16.2% | +36.1% | -20.0% | +6.6% |
| 3Y | +86.4% | +48.6% | +37.8% | +58.9% |
| All | +86.4% | +48.7% | +37.7% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling