+152.2%
KRE vs DAL
+329.9%
-177.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -2.7% | -13.9% | +11.2% | +2.6% |
| 3M | +8.2% | +1.1% | +7.1% | +7.2% |
| 6M | +12.8% | +26.2% | -13.4% | +2.5% |
| YTD | +17.5% | +16.4% | +1.1% | +9.6% |
| 1Y | +16.6% | +33.9% | -17.3% | +3.0% |
| 3Y | +79.5% | +93.4% | -13.9% | +34.3% |
| 5Y | +32.4% | +106.4% | -73.9% | -5.7% |
| 10Y | +124.1% | +143.0% | -18.8% | +43.1% |
| All | +152.2% | +329.9% | -177.7% | -14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling