+121.6%
KRE vs SYF
+255.8%
-134.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +2.0% |
| 7D | -1.4% | -5.5% | +4.1% | +2.0% |
| 30D | -3.9% | -3.9% | 0.0% | -1.8% |
| 3M | +3.6% | +8.9% | -5.3% | -2.6% |
| 6M | +15.4% | +16.2% | -0.8% | +3.8% |
| YTD | +15.2% | -8.4% | +23.7% | +19.1% |
| 1Y | +16.5% | +2.6% | +13.8% | +12.0% |
| 3Y | +85.2% | +156.4% | -71.2% | -2.0% |
| 5Y | +33.1% | +78.2% | -45.1% | -15.2% |
| All | +121.6% | +255.8% | -134.1% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 10y: compounded portfolio wealth divided by compounded SYF 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…
10y analysis · Full analysis span regression · 6 months rolling