+16.1%
KRE vs HPQ
+30.7%
-14.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.4% | -8.3% | -0.7% |
| 7D | -1.8% | +9.8% | -11.6% | -2.8% |
| 30D | -4.5% | +22.4% | -26.8% | -6.5% |
| 3M | +2.7% | +45.2% | -42.4% | -1.5% |
| 6M | +16.9% | +96.4% | -79.6% | +4.2% |
| YTD | +15.4% | +65.4% | -50.0% | +8.7% |
| 1Y | +16.1% | +31.6% | -15.5% | +19.1% |
| All | +16.1% | +30.7% | -14.7% | +19.1% |
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