+152.5%
KRE vs DLTR
+1,330.7%
-1,178.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | +0.4% |
| 7D | +2.3% | -5.8% | +8.2% | +4.1% |
| 30D | -2.5% | -5.2% | +2.7% | -1.1% |
| 3M | +6.2% | +15.2% | -9.0% | +1.3% |
| 6M | +15.8% | +7.1% | +8.7% | +11.6% |
| YTD | +16.0% | +0.8% | +15.2% | +13.4% |
| 1Y | +16.2% | +24.8% | -8.6% | +5.8% |
| 3Y | +86.4% | +6.9% | +79.5% | +70.4% |
| 5Y | +33.0% | +33.2% | -0.3% | +6.8% |
| 10Y | +123.0% | +51.6% | +71.4% | +57.0% |
| All | +152.5% | +1,330.7% | -1,178.2% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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