+33.0%
KRE vs SYF
+89.0%
-56.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.4% | -0.3% |
| 7D | +2.3% | +2.6% | -0.3% | +0.8% |
| 30D | -2.5% | 0.0% | -2.5% | -2.7% |
| 3M | +6.2% | +11.9% | -5.7% | -1.6% |
| 6M | +15.8% | +18.9% | -3.1% | +3.2% |
| YTD | +16.0% | -4.6% | +20.6% | +17.1% |
| 1Y | +16.2% | +6.4% | +9.8% | +9.6% |
| 3Y | +86.4% | +167.2% | -80.8% | -1.4% |
| 5Y | +33.0% | +92.3% | -59.4% | -19.7% |
| All | +33.0% | +89.0% | -56.0% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling