+152.5%
KRE vs DINO
+1,013.5%
-861.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.0% | -2.2% |
| 7D | +2.3% | +4.2% | -1.8% | +0.9% |
| 30D | -2.5% | +33.9% | -36.4% | -11.7% |
| 3M | +6.2% | +50.5% | -44.3% | -8.0% |
| 6M | +15.8% | +95.2% | -79.3% | -9.0% |
| YTD | +16.0% | +140.6% | -124.6% | -15.6% |
| 1Y | +16.2% | +119.0% | -102.8% | -13.0% |
| 3Y | +86.4% | +100.4% | -14.0% | +40.5% |
| 5Y | +33.0% | +324.6% | -291.6% | -25.3% |
| 10Y | +123.0% | +485.3% | -362.3% | +2.8% |
| All | +152.5% | +1,013.5% | -861.0% | -30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling