+148.3%
KRE vs TMUS
+326.6%
-178.3%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.6% |
| 7D | -0.4% | +5.3% | -5.7% | -1.8% |
| 30D | +6.4% | +13.5% | -7.1% | +2.5% |
| 3M | -3.1% | -4.2% | +1.2% | -2.6% |
| 6M | +6.4% | -11.9% | +18.3% | +8.8% |
| YTD | +15.3% | -15.6% | +30.9% | +18.5% |
| 1Y | +23.3% | -16.8% | +40.0% | +27.0% |
| 3Y | +93.6% | +20.8% | +72.8% | +76.9% |
| 5Y | +13.2% | +48.0% | -34.8% | -3.4% |
| 10Y | +103.1% | +234.7% | -131.6% | +36.8% |
| All | +148.3% | +326.6% | -178.3% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling