+152.5%
KRE vs JCI
+433.1%
-280.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.8% |
| 7D | +2.3% | +5.1% | -2.8% | -0.5% |
| 30D | -2.5% | -3.8% | +1.3% | -0.5% |
| 3M | +6.2% | +1.9% | +4.3% | +4.1% |
| 6M | +15.8% | +11.2% | +4.6% | +7.0% |
| YTD | +16.0% | +22.9% | -6.9% | +0.7% |
| 1Y | +16.2% | +37.4% | -21.2% | -6.0% |
| 3Y | +86.4% | +167.8% | -81.4% | +0.4% |
| 5Y | +33.0% | +115.0% | -82.1% | -20.4% |
| 10Y | +123.0% | +325.3% | -202.3% | -10.7% |
| All | +152.5% | +433.1% | -280.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JCI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling