+129.4%
KRE vs RKT
-12.9%
+142.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.8% | -6.3% | +4.4% | -1.0% |
| 30D | -4.5% | -6.2% | +1.7% | -3.8% |
| 3M | +2.7% | -1.9% | +4.6% | +2.5% |
| 6M | +16.9% | -13.0% | +29.9% | +17.8% |
| YTD | +15.4% | -31.9% | +47.3% | +19.3% |
| 1Y | +16.1% | -37.6% | +53.6% | +20.9% |
| 3Y | +85.7% | +36.8% | +48.9% | +71.1% |
| 5Y | +33.3% | -9.7% | +43.0% | +21.3% |
| All | +129.4% | -12.9% | +142.2% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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