+31.7%
KRE vs ETSY
-66.2%
+97.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | -1.8% | -4.9% | +3.1% | -1.0% |
| 30D | -4.5% | -8.6% | +4.1% | -3.1% |
| 3M | +2.7% | +4.8% | -2.0% | +1.3% |
| 6M | +16.9% | +38.1% | -21.2% | +8.7% |
| YTD | +15.4% | +31.2% | -15.9% | +7.8% |
| 1Y | +16.1% | +22.1% | -6.0% | +8.8% |
| 3Y | +85.7% | +12.2% | +73.5% | +71.4% |
| All | +31.7% | -66.2% | +97.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 5y: compounded portfolio wealth divided by compounded ETSY 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…
5y analysis · Full analysis span regression · 6 months rolling