+72.2%
KRE vs DASH
+16.3%
+55.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +1.2% |
| 7D | +1.3% | -10.6% | +11.9% | +2.9% |
| 30D | -2.7% | +2.2% | -4.8% | -3.1% |
| 3M | +8.2% | +32.3% | -24.1% | +3.4% |
| 6M | +12.8% | +19.1% | -6.3% | +9.1% |
| YTD | +17.5% | -6.5% | +24.0% | +17.6% |
| 1Y | +16.6% | -14.9% | +31.5% | +17.6% |
| 3Y | +79.5% | +151.9% | -72.5% | +54.1% |
| 5Y | +32.4% | +9.4% | +23.0% | +13.8% |
| All | +72.2% | +16.3% | +55.9% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling