+16.6%
KRE vs DAL
+32.1%
-15.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | 0.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -2.7% | -13.9% | +11.2% | +1.9% |
| 3M | +8.2% | +1.1% | +7.1% | +7.3% |
| 6M | +12.8% | +26.2% | -13.4% | +3.1% |
| YTD | +17.5% | +16.4% | +1.1% | +10.4% |
| 1Y | +16.6% | +33.9% | -17.3% | +3.6% |
| All | +16.6% | +32.1% | -15.5% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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