+26.9%
KRE vs SU
+88.1%
-61.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.5% | +6.2% | +1.2% |
| 7D | +2.8% | -7.1% | +9.9% | +2.0% |
| 30D | +5.3% | +4.8% | +0.6% | +5.6% |
| 3M | -4.2% | +12.5% | -16.7% | -3.1% |
| 6M | +8.7% | +6.5% | +2.2% | +9.8% |
| YTD | +16.4% | +65.8% | -49.4% | +15.2% |
| 1Y | +26.9% | +86.2% | -59.3% | +23.1% |
| All | +26.9% | +88.1% | -61.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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