+16.6%
KRE vs LUV
+24.6%
-8.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | 0.0% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | -2.7% | -18.4% | +15.7% | +2.0% |
| 3M | +8.2% | -3.2% | +11.4% | +8.6% |
| 6M | +12.8% | -14.8% | +27.7% | +16.3% |
| YTD | +17.5% | -2.9% | +20.3% | +17.1% |
| 1Y | +16.6% | +29.6% | -13.0% | +4.6% |
| All | +16.6% | +24.6% | -8.0% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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