+83.8%
KRE vs DAL
+108.0%
-24.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.7% | -1.1% | +1.8% | +1.1% |
| 30D | +6.1% | +12.8% | -6.7% | +0.1% |
| 3M | -5.9% | -5.3% | -0.6% | -4.2% |
| 6M | +9.6% | +22.4% | -12.8% | -1.6% |
| YTD | +14.2% | +25.6% | -11.4% | +0.2% |
| 1Y | +22.5% | +45.5% | -23.0% | +0.2% |
| 3Y | +90.4% | +161.0% | -70.6% | +11.2% |
| 5Y | +11.9% | +112.2% | -100.4% | -30.7% |
| All | +83.8% | +108.0% | -24.2% | +5.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling