+16.2%
KRE vs LSCC
+75.5%
-59.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -1.4% |
| 7D | +2.3% | +5.2% | -2.9% | +1.8% |
| 30D | -2.5% | -9.6% | +7.2% | -1.7% |
| 3M | +6.2% | -17.8% | +24.0% | +7.6% |
| 6M | +15.8% | +37.4% | -21.6% | +8.5% |
| YTD | +16.0% | +59.7% | -43.7% | +5.4% |
| 1Y | +16.2% | +76.2% | -60.1% | +3.2% |
| All | +16.2% | +75.5% | -59.3% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LSCC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling