+479.4%
KRE vs SPXU
-100.0%
+579.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -0.6% |
| 7D | +2.3% | -1.5% | +3.8% | +1.8% |
| 30D | -2.5% | +3.7% | -6.2% | -0.9% |
| 3M | +6.2% | -9.6% | +15.8% | +2.6% |
| 6M | +15.8% | -32.4% | +48.2% | +0.4% |
| YTD | +16.0% | -28.7% | +44.7% | +3.4% |
| 1Y | +16.2% | -38.2% | +54.4% | -1.4% |
| 3Y | +86.4% | -80.4% | +166.9% | +12.2% |
| 5Y | +33.0% | -86.0% | +119.0% | -16.1% |
| 10Y | +123.0% | -99.5% | +222.5% | -46.1% |
| All | +479.4% | -100.0% | +579.3% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling