+26.9%
KRE vs HTZ
-60.6%
+87.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.2% | -7.5% | +1.4% |
| 7D | +2.8% | +18.9% | -16.1% | +2.1% |
| 30D | +5.3% | +26.3% | -20.9% | +4.2% |
| 3M | -4.2% | +49.7% | -53.9% | -6.5% |
| 6M | +8.7% | -61.1% | +69.8% | +15.1% |
| YTD | +16.4% | -56.0% | +72.4% | +20.3% |
| 1Y | +26.9% | -66.4% | +93.3% | +38.7% |
| All | +26.9% | -60.6% | +87.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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