+155.8%
KRE vs SHW
+2,693.2%
-2,537.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +1.3% | -3.2% | +4.5% | +3.3% |
| 30D | -2.7% | -9.5% | +6.8% | +3.1% |
| 3M | +8.2% | +11.5% | -3.3% | +0.4% |
| 6M | +12.8% | -3.5% | +16.4% | +13.7% |
| YTD | +17.5% | +3.7% | +13.8% | +12.9% |
| 1Y | +16.6% | -7.9% | +24.5% | +19.9% |
| 3Y | +79.5% | +24.7% | +54.8% | +51.9% |
| 5Y | +32.4% | +13.6% | +18.8% | +14.0% |
| 10Y | +124.1% | +283.0% | -158.8% | -18.5% |
| All | +155.8% | +2,693.2% | -2,537.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling