+16.6%
KRE vs HPQ
+19.5%
-2.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.3% |
| 7D | +1.3% | +6.9% | -5.6% | +0.6% |
| 30D | -2.7% | +14.4% | -17.1% | -4.1% |
| 3M | +8.2% | +25.6% | -17.4% | +5.3% |
| 6M | +12.8% | +75.0% | -62.2% | +2.3% |
| YTD | +17.5% | +50.7% | -33.2% | +11.8% |
| 1Y | +16.6% | +18.7% | -2.1% | +20.3% |
| All | +16.6% | +19.5% | -2.9% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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