+103.1%
KRE vs PLUG
+25.0%
+78.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +1.4% |
| 7D | -0.4% | +14.5% | -14.9% | -1.7% |
| 30D | +6.4% | -10.7% | +17.1% | +7.4% |
| 3M | -3.1% | -31.2% | +28.1% | 0.0% |
| 6M | +6.4% | -51.9% | +58.3% | +12.6% |
| YTD | +15.3% | -23.9% | +39.2% | +14.9% |
| 1Y | +23.3% | -43.4% | +66.7% | +26.0% |
| 3Y | +93.6% | -74.7% | +168.3% | +91.2% |
| 5Y | +13.2% | -96.3% | +109.5% | +31.7% |
| 10Y | +103.1% | +20.0% | +83.1% | +68.1% |
| All | +103.1% | +25.0% | +78.1% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling