+173.3%
KRE vs MUB
+76.3%
+97.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.3% | -0.9% | +2.2% | +1.4% |
| 30D | -2.7% | -1.4% | -1.3% | -2.5% |
| 3M | +8.2% | -2.2% | +10.3% | +8.5% |
| 6M | +12.8% | -1.9% | +14.7% | +13.1% |
| YTD | +17.5% | -0.8% | +18.3% | +17.6% |
| 1Y | +16.6% | +2.7% | +13.8% | +16.3% |
| 3Y | +79.5% | +8.6% | +70.9% | +77.9% |
| 5Y | +32.4% | +2.0% | +30.4% | +31.3% |
| 10Y | +124.1% | +17.9% | +106.2% | +128.0% |
| All | +173.3% | +76.3% | +97.0% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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