+11.4%
KRE vs SHW
+11.1%
+0.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +0.7% | +1.9% | -1.2% | -0.2% |
| 30D | +6.1% | +8.1% | -1.9% | +2.1% |
| 3M | -5.9% | -2.8% | -3.1% | -5.1% |
| 6M | +9.6% | +15.0% | -5.4% | +1.3% |
| YTD | +14.2% | +9.0% | +5.2% | +7.7% |
| 1Y | +22.5% | +4.5% | +18.0% | +18.0% |
| 3Y | +90.4% | +41.9% | +48.5% | +57.9% |
| All | +11.4% | +11.1% | +0.3% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling