+149.6%
KRE vs LUV
+179.7%
-30.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.1% | +0.7% | -1.7% | -1.4% |
| 30D | -3.4% | -13.4% | +10.1% | +3.4% |
| 3M | +3.7% | -9.6% | +13.3% | +7.8% |
| 6M | +14.8% | -8.9% | +23.7% | +17.4% |
| YTD | +14.7% | -5.2% | +19.8% | +13.1% |
| 1Y | +16.0% | +27.0% | -11.0% | -1.8% |
| 3Y | +84.3% | +39.6% | +44.6% | +40.1% |
| 5Y | +30.9% | -14.4% | +45.3% | +24.2% |
| 10Y | +122.0% | +17.3% | +104.7% | +67.1% |
| All | +149.6% | +179.7% | -30.1% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling