+85.7%
KRE vs KWEB
-2.3%
+88.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | 0.0% |
| 7D | -1.8% | -5.6% | +3.7% | -1.0% |
| 30D | -4.5% | -10.7% | +6.2% | -3.0% |
| 3M | +2.7% | -7.4% | +10.2% | +3.8% |
| 6M | +16.9% | -19.3% | +36.2% | +20.2% |
| YTD | +15.4% | -27.8% | +43.1% | +20.6% |
| 1Y | +16.1% | -35.9% | +52.0% | +23.3% |
| 3Y | +85.7% | -1.9% | +87.7% | +83.9% |
| All | +85.7% | -2.3% | +88.0% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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