+16.2%
KRE vs MOS
-15.9%
+32.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.4% |
| 7D | +2.3% | +7.1% | -4.7% | +1.9% |
| 30D | -2.5% | +15.0% | -17.5% | -3.3% |
| 3M | +6.2% | +24.1% | -17.9% | +4.5% |
| 6M | +15.8% | +2.7% | +13.1% | +15.0% |
| YTD | +16.0% | +12.2% | +3.8% | +11.9% |
| 1Y | +16.2% | -16.3% | +32.5% | +20.4% |
| All | +16.2% | -15.9% | +32.1% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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