+10.9%
KRE vs PAAS
+71.7%
-60.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.3% |
| 7D | +0.3% | +8.4% | -8.1% | -0.3% |
| 30D | +4.8% | -7.2% | +12.0% | +5.2% |
| 3M | -5.1% | -14.0% | +8.9% | -4.3% |
| 6M | +3.3% | -26.8% | +30.0% | +5.1% |
| YTD | +13.3% | -19.8% | +33.1% | +13.7% |
| 1Y | +22.9% | +22.8% | 0.0% | +18.8% |
| 3Y | +82.1% | +183.6% | -101.5% | +58.2% |
| All | +10.9% | +71.7% | -60.8% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling