+33.1%
KRE vs LNT
+30.4%
+2.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -1.4% | -1.1% | -0.3% | -1.0% |
| 30D | -3.9% | -1.9% | -2.0% | -3.2% |
| 3M | +3.6% | -7.2% | +10.8% | +6.6% |
| 6M | +15.4% | -3.9% | +19.3% | +16.8% |
| YTD | +15.2% | +5.9% | +9.4% | +11.8% |
| 1Y | +16.5% | +8.4% | +8.1% | +11.8% |
| 3Y | +85.2% | +46.6% | +38.6% | +54.4% |
| 5Y | +33.1% | +32.4% | +0.7% | +11.9% |
| All | +33.1% | +30.4% | +2.7% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling