+22.9%
KRE vs DASH
-15.0%
+37.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | +0.3% | +0.4% | -0.1% | +0.3% |
| 30D | +4.8% | -6.0% | +10.9% | +5.3% |
| 3M | -5.1% | -15.8% | +10.7% | -3.9% |
| 6M | +3.3% | +7.0% | -3.7% | +2.6% |
| YTD | +13.3% | -20.7% | +34.0% | +13.3% |
| 1Y | +22.9% | -8.5% | +31.4% | +21.6% |
| All | +22.9% | -15.0% | +37.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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