+121.9%
KRE vs HON
+136.9%
-15.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -1.8% | -3.5% | +1.6% | +0.9% |
| 30D | -4.5% | -13.8% | +9.3% | +7.1% |
| 3M | +2.7% | -11.7% | +14.4% | +11.4% |
| 6M | +16.9% | -18.7% | +35.6% | +34.2% |
| YTD | +15.4% | +0.2% | +15.1% | +10.3% |
| 1Y | +16.1% | -3.1% | +19.1% | +13.4% |
| 3Y | +85.7% | +17.0% | +68.7% | +49.9% |
| 5Y | +33.3% | +2.0% | +31.2% | +20.4% |
| All | +121.9% | +136.9% | -15.0% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 10y: compounded portfolio wealth divided by compounded HON 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…
10y analysis · Full analysis span regression · 6 months rolling