+90.4%
KRE vs GEN
+67.9%
+22.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.3% |
| 7D | +0.7% | +2.0% | -1.3% | +0.2% |
| 30D | +6.1% | +27.7% | -21.6% | -0.6% |
| 3M | -5.9% | +3.3% | -9.2% | -7.0% |
| 6M | +9.6% | +31.8% | -22.2% | -0.1% |
| YTD | +14.2% | +13.5% | +0.7% | +10.3% |
| 1Y | +22.5% | +16.0% | +6.5% | +17.2% |
| 3Y | +90.4% | +70.6% | +19.8% | +43.8% |
| All | +90.4% | +67.9% | +22.5% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling