+149.6%
KRE vs HBAN
+44.6%
+105.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.8% |
| 7D | -1.1% | -1.5% | +0.4% | -0.4% |
| 30D | -3.4% | -5.5% | +2.1% | -0.9% |
| 3M | +3.7% | -0.2% | +3.9% | +3.7% |
| 6M | +14.8% | +5.2% | +9.6% | +12.1% |
| YTD | +14.7% | -2.3% | +17.0% | +15.7% |
| 1Y | +16.0% | -2.2% | +18.2% | +17.1% |
| 3Y | +84.3% | +73.8% | +10.4% | +46.6% |
| 5Y | +30.9% | +35.2% | -4.4% | +17.1% |
| 10Y | +122.0% | +155.4% | -33.4% | +60.7% |
| All | +149.6% | +44.6% | +105.0% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 all: compounded portfolio wealth divided by compounded HBAN 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…
all analysis · Full analysis span regression · 6 months rolling