+123.0%
KRE vs EPAM
+65.2%
+57.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | +2.3% | -0.9% | +3.2% | +2.5% |
| 30D | -2.5% | +18.4% | -20.8% | -6.2% |
| 3M | +6.2% | +19.2% | -13.0% | +1.0% |
| 6M | +15.8% | -21.0% | +36.8% | +20.3% |
| YTD | +16.0% | -43.7% | +59.7% | +28.9% |
| 1Y | +16.2% | -29.9% | +46.1% | +22.1% |
| 3Y | +86.4% | -56.5% | +143.0% | +112.1% |
| 5Y | +33.0% | -81.7% | +114.6% | +71.3% |
| 10Y | +123.0% | +64.5% | +58.5% | +35.1% |
| All | +123.0% | +65.2% | +57.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EPAM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling