+61.6%
KRE vs SNAP
-77.9%
+139.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.1% | -0.9% |
| 7D | -1.1% | -5.0% | +3.9% | -0.5% |
| 30D | -3.4% | -0.7% | -2.6% | -3.5% |
| 3M | +3.7% | -5.0% | +8.7% | +3.7% |
| 6M | +14.8% | +3.5% | +11.3% | +13.0% |
| YTD | +14.7% | -34.2% | +48.9% | +18.4% |
| 1Y | +16.0% | -27.1% | +43.1% | +18.0% |
| 3Y | +84.3% | -43.5% | +127.7% | +85.6% |
| 5Y | +30.9% | -92.9% | +123.7% | +48.7% |
| All | +61.6% | -77.9% | +139.5% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 10y: compounded portfolio wealth divided by compounded SNAP 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…
10y analysis · Full analysis span regression · 6 months rolling