+123.9%
KRE vs TEAM
+614.2%
-490.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +0.7% | -2.4% | +3.1% | +1.0% |
| 30D | +6.1% | -26.7% | +32.8% | +9.4% |
| 3M | -5.9% | -9.6% | +3.7% | -5.5% |
| 6M | +9.6% | +86.0% | -76.5% | -0.1% |
| YTD | +14.2% | -7.5% | +21.7% | +12.1% |
| 1Y | +22.5% | -1.4% | +23.9% | +19.2% |
| 3Y | +90.4% | -14.3% | +104.7% | +85.4% |
| 5Y | +11.9% | -66.3% | +78.2% | +13.7% |
| 10Y | +88.8% | +445.6% | -356.8% | +41.2% |
| All | +123.9% | +614.2% | -490.4% | +63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling