+83.8%
KRE vs TECH
+187.9%
-104.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +6.1% | +0.5% | +5.6% | +6.0% |
| 3M | -5.9% | +1.1% | -7.0% | -6.2% |
| 6M | +9.6% | +62.8% | -53.2% | -6.7% |
| YTD | +14.2% | +24.5% | -10.3% | +3.9% |
| 1Y | +22.5% | +20.6% | +1.9% | +12.5% |
| 3Y | +90.4% | +29.5% | +60.9% | +63.8% |
| 5Y | +11.9% | -40.9% | +52.8% | +21.6% |
| All | +83.8% | +187.9% | -104.1% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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