+15.9%
KRE vs GEN
+2.7%
+13.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -1.1% | -2.9% | +1.8% | -0.7% |
| 30D | -3.4% | +2.1% | -5.4% | -3.7% |
| 3M | +3.7% | +19.7% | -16.0% | +1.2% |
| 6M | +14.8% | +33.3% | -18.5% | +11.4% |
| YTD | +14.7% | +11.1% | +3.5% | +20.7% |
| All | +15.9% | +2.7% | +13.2% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling