+16.1%
KRE vs SPXU
-36.3%
+52.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.5% |
| 7D | -1.8% | +2.5% | -4.3% | -1.2% |
| 30D | -4.5% | +4.2% | -8.7% | -3.5% |
| 3M | +2.7% | -9.3% | +12.0% | +0.7% |
| 6M | +16.9% | -30.7% | +47.6% | +6.4% |
| YTD | +15.4% | -28.1% | +43.5% | +6.8% |
| 1Y | +16.1% | -35.2% | +51.3% | +5.5% |
| All | +16.1% | -36.3% | +52.4% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling