+121.9%
KRE vs DINO
+492.4%
-370.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -1.8% | +2.3% | -4.1% | -2.7% |
| 30D | -4.5% | +22.6% | -27.1% | -11.6% |
| 3M | +2.7% | +55.2% | -52.5% | -13.4% |
| 6M | +16.9% | +93.8% | -76.9% | -10.5% |
| YTD | +15.4% | +139.5% | -124.2% | -19.3% |
| 1Y | +16.1% | +115.3% | -99.2% | -15.7% |
| 3Y | +85.7% | +98.8% | -13.1% | +34.9% |
| 5Y | +33.3% | +333.5% | -300.2% | -32.7% |
| All | +121.9% | +492.4% | -370.5% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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