+152.5%
KRE vs SHW
+2,629.4%
-2,476.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | +0.1% |
| 7D | +2.3% | -1.2% | +3.5% | +3.0% |
| 30D | -2.5% | -11.6% | +9.1% | +4.8% |
| 3M | +6.2% | +9.1% | -2.9% | -0.1% |
| 6M | +15.8% | -0.7% | +16.5% | +14.6% |
| YTD | +16.0% | +1.4% | +14.6% | +13.0% |
| 1Y | +16.2% | -12.3% | +28.4% | +23.0% |
| 3Y | +86.4% | +23.4% | +63.0% | +58.8% |
| 5Y | +33.0% | +15.0% | +17.9% | +13.4% |
| 10Y | +123.0% | +278.3% | -155.3% | -18.4% |
| All | +152.5% | +2,629.4% | -2,476.9% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SHW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling