+16.1%
KRE vs SPOT
-25.0%
+41.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | +0.1% |
| 7D | -1.8% | -3.1% | +1.3% | -1.9% |
| 30D | -4.5% | +7.4% | -11.9% | -4.2% |
| 3M | +2.7% | +8.2% | -5.4% | +3.1% |
| 6M | +16.9% | +2.2% | +14.6% | +17.0% |
| YTD | +15.4% | -9.5% | +24.8% | +14.2% |
| 1Y | +16.1% | -23.8% | +39.9% | +14.7% |
| All | +16.1% | -25.0% | +41.1% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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