+16.6%
KRE vs HUBS
-46.5%
+63.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.5% | +0.6% |
| 7D | +1.3% | -5.0% | +6.3% | +1.4% |
| 30D | -2.7% | -1.0% | -1.6% | -2.7% |
| 3M | +8.2% | +12.4% | -4.2% | +7.7% |
| 6M | +12.8% | -11.1% | +23.9% | +13.3% |
| YTD | +17.5% | -38.3% | +55.8% | +22.1% |
| 1Y | +16.6% | -46.7% | +63.3% | +21.7% |
| All | +16.6% | -46.5% | +63.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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