+16.6%
KRE vs SMTC
+154.8%
-138.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.2% | -8.7% | +0.2% |
| 7D | +1.3% | +12.7% | -11.4% | +0.8% |
| 30D | -2.7% | +22.0% | -24.6% | -3.6% |
| 3M | +8.2% | -12.7% | +20.9% | +8.5% |
| 6M | +12.8% | +64.8% | -52.0% | +7.3% |
| YTD | +17.5% | +100.7% | -83.2% | +10.9% |
| 1Y | +16.6% | +146.9% | -130.3% | +10.2% |
| All | +16.6% | +154.8% | -138.2% | +10.2% |
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