+30.9%
KRE vs TEAM
-53.2%
+84.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -1.1% | -4.7% | +3.6% | -0.5% |
| 30D | -3.4% | +17.0% | -20.4% | -5.5% |
| 3M | +3.7% | +85.9% | -82.2% | -5.9% |
| 6M | +14.8% | +116.7% | -101.9% | +0.2% |
| YTD | +14.7% | +9.6% | +5.0% | +11.3% |
| 1Y | +16.0% | -2.5% | +18.5% | +14.7% |
| 3Y | +84.3% | -14.0% | +98.2% | +80.7% |
| 5Y | +30.9% | -53.1% | +83.9% | +32.3% |
| All | +30.9% | -53.2% | +84.1% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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