+90.4%
KRE vs SPOT
+260.4%
-170.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | +0.1% |
| 7D | +0.7% | +1.6% | -0.8% | +0.6% |
| 30D | +6.1% | +16.9% | -10.8% | +5.0% |
| 3M | -5.9% | +23.0% | -28.9% | -7.2% |
| 6M | +9.6% | +42.2% | -32.6% | +6.8% |
| YTD | +14.2% | +5.5% | +8.7% | +13.9% |
| 1Y | +22.5% | -5.1% | +27.6% | +23.5% |
| 3Y | +90.4% | +257.9% | -167.5% | +79.8% |
| All | +90.4% | +260.4% | -170.0% | +79.8% |
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