+25.0%
KRE vs SOLS
+22.7%
+2.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.5% | -1.4% |
| 7D | +2.3% | +4.5% | -2.2% | +2.0% |
| 30D | -2.5% | +6.0% | -8.5% | -2.9% |
| 3M | +6.2% | -19.7% | +25.9% | +7.4% |
| 6M | +15.8% | -10.4% | +26.2% | +15.3% |
| YTD | +16.0% | +33.3% | -17.3% | +9.8% |
| All | +25.0% | +22.7% | +2.2% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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