+94.0%
KRE vs UAL
+99.5%
-5.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.3% | +12.5% | -12.2% | -4.0% |
| 30D | +5.9% | +12.2% | -6.3% | +1.2% |
| 3M | -3.3% | -2.6% | -0.7% | -3.1% |
| 6M | +5.8% | +21.1% | -15.2% | -3.2% |
| YTD | +14.7% | +7.8% | +6.9% | +7.9% |
| 1Y | +22.0% | +25.4% | -3.4% | +8.1% |
| 3Y | +91.6% | +217.3% | -125.7% | +12.3% |
| 5Y | +13.0% | +132.9% | -119.9% | -29.4% |
| 10Y | +94.0% | +101.1% | -7.2% | +14.6% |
| All | +94.0% | +99.5% | -5.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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