+20.7%
KRE vs RACE
-4.6%
+25.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.2% |
| 7D | +0.3% | -4.0% | +4.3% | +0.9% |
| 30D | +5.0% | +3.5% | +1.5% | +4.5% |
| 3M | -5.7% | -0.4% | -5.3% | -5.8% |
| 6M | +7.5% | +23.2% | -15.6% | +4.1% |
| YTD | +13.8% | +11.0% | +2.9% | +11.1% |
| 1Y | +20.7% | -2.2% | +22.9% | +21.8% |
| All | +20.7% | -4.6% | +25.3% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling