+26.9%
KRE vs SMTC
+70.8%
-44.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -12.9% | +14.6% | +2.0% |
| 7D | +2.8% | -24.5% | +27.3% | +3.4% |
| 30D | +5.3% | -42.5% | +47.8% | +6.9% |
| 3M | -4.2% | -14.1% | +9.9% | -4.6% |
| 6M | +8.7% | +3.6% | +5.1% | +5.3% |
| YTD | +16.4% | +50.6% | -34.2% | +8.3% |
| 1Y | +26.9% | +72.2% | -45.4% | +16.1% |
| All | +26.9% | +70.8% | -44.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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