+26.9%
KRE vs GNRC
+17.5%
+9.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.5% | +11.3% | +2.4% |
| 7D | +2.8% | -6.0% | +8.8% | +3.2% |
| 30D | +5.3% | -12.0% | +17.3% | +6.2% |
| 3M | -4.2% | -13.4% | +9.2% | -3.3% |
| 6M | +8.7% | -26.4% | +35.0% | +10.6% |
| YTD | +16.4% | +38.8% | -22.5% | +3.7% |
| 1Y | +26.9% | +20.9% | +6.0% | +17.1% |
| All | +26.9% | +17.5% | +9.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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