+30.9%
KRE vs TMUS
+42.2%
-11.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.7% |
| 7D | -1.1% | -5.3% | +4.3% | +0.1% |
| 30D | -3.4% | +0.1% | -3.5% | -3.5% |
| 3M | +3.7% | -0.6% | +4.3% | +3.4% |
| 6M | +14.8% | -17.5% | +32.3% | +19.2% |
| YTD | +14.7% | -11.3% | +25.9% | +16.5% |
| 1Y | +16.0% | -25.4% | +41.4% | +23.5% |
| 3Y | +84.3% | +35.5% | +48.7% | +57.7% |
| 5Y | +30.9% | +41.9% | -11.0% | +11.9% |
| All | +30.9% | +42.2% | -11.3% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling