+89.7%
KRE vs TMUS
+241.8%
-152.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.3% | +9.5% | -9.2% | -2.7% |
| 30D | +5.9% | +13.8% | -7.9% | +1.2% |
| 3M | -3.3% | -4.6% | +1.3% | -2.7% |
| 6M | +5.8% | -11.7% | +17.5% | +8.7% |
| YTD | +14.7% | -15.4% | +30.1% | +18.6% |
| 1Y | +22.0% | -16.1% | +38.1% | +26.3% |
| 3Y | +91.6% | +20.5% | +71.1% | +65.5% |
| 5Y | +13.0% | +48.7% | -35.8% | -12.6% |
| All | +89.7% | +241.8% | -152.1% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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