+85.7%
KRE vs LUV
+40.8%
+45.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -1.8% | -1.0% | -0.9% | -1.5% |
| 30D | -4.5% | -12.4% | +7.9% | -0.4% |
| 3M | +2.7% | -11.0% | +13.7% | +6.2% |
| 6M | +16.9% | -5.0% | +21.8% | +17.3% |
| YTD | +15.4% | -3.8% | +19.1% | +14.1% |
| 1Y | +16.1% | +25.9% | -9.8% | +3.3% |
| 3Y | +85.7% | +42.2% | +43.5% | +36.5% |
| All | +85.7% | +40.8% | +45.0% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling