+82.1%
KRE vs HTZ
-82.6%
+164.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | +0.5% |
| 7D | +0.3% | -14.6% | +14.8% | +1.2% |
| 30D | +4.8% | -20.8% | +25.6% | +6.3% |
| 3M | -5.1% | -18.8% | +13.7% | -4.5% |
| 6M | +3.3% | -74.7% | +78.0% | +12.7% |
| YTD | +13.3% | -68.1% | +81.4% | +20.0% |
| 1Y | +22.9% | -73.5% | +96.4% | +32.0% |
| 3Y | +82.1% | -81.8% | +163.9% | +107.4% |
| All | +82.1% | -82.6% | +164.7% | +107.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling