+155.8%
KRE vs TECH
+587.3%
-431.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -2.7% | +0.7% | -3.4% | -3.0% |
| 3M | +8.2% | +36.3% | -28.2% | -5.9% |
| 6M | +12.8% | +25.6% | -12.8% | -0.8% |
| YTD | +17.5% | +23.7% | -6.2% | +3.4% |
| 1Y | +16.6% | +37.6% | -21.1% | -3.5% |
| 3Y | +79.5% | -6.6% | +86.1% | +68.5% |
| 5Y | +32.4% | -42.2% | +74.7% | +49.0% |
| 10Y | +124.1% | +187.6% | -63.4% | -7.5% |
| All | +155.8% | +587.3% | -431.5% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling