+22.6%
KRE vs DAL
+54.9%
-32.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.5% | +0.1% |
| 7D | -0.4% | +10.0% | -10.4% | -3.3% |
| 30D | +6.4% | +12.0% | -5.6% | +2.6% |
| 3M | -3.1% | +0.8% | -3.9% | -3.6% |
| 6M | +6.4% | +26.2% | -19.8% | -2.0% |
| YTD | +15.3% | +33.7% | -18.4% | +3.9% |
| All | +22.6% | +54.9% | -32.3% | +3.2% |
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