+85.5%
KRE vs SPOT
+234.5%
-149.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -1.4% | -6.9% | +5.4% | -1.0% |
| 30D | -3.9% | +4.1% | -8.0% | -4.2% |
| 3M | +3.6% | +3.7% | -0.1% | +3.3% |
| 6M | +15.4% | -1.6% | +17.0% | +15.3% |
| YTD | +15.2% | -10.2% | +25.4% | +16.1% |
| 1Y | +16.5% | -25.9% | +42.4% | +19.8% |
| All | +85.5% | +234.5% | -149.0% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling