+15.9%
KRE vs CDNS
-16.8%
+32.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -1.4% | -6.5% | +5.1% | -0.9% |
| 30D | -3.9% | -13.0% | +9.1% | -2.9% |
| 3M | +3.6% | -26.0% | +29.6% | +6.1% |
| 6M | +15.4% | -2.8% | +18.2% | +13.7% |
| YTD | +15.2% | -8.8% | +24.1% | +14.2% |
| All | +15.9% | -16.8% | +32.7% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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