+89.3%
KRE vs URA
+277.9%
-188.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -1.6% | +2.9% | -4.5% | -2.4% |
| 30D | +4.9% | -10.8% | +15.7% | +7.8% |
| 3M | -4.5% | -25.5% | +21.0% | +2.6% |
| 6M | +7.7% | -41.2% | +48.9% | +22.5% |
| YTD | +14.5% | -21.3% | +35.8% | +17.3% |
| 1Y | +21.5% | -25.7% | +47.2% | +26.1% |
| 3Y | +91.2% | +43.1% | +48.2% | +50.8% |
| 5Y | +11.8% | +35.6% | -23.8% | -14.0% |
| 10Y | +89.3% | +281.3% | -192.0% | -13.4% |
| All | +89.3% | +277.9% | -188.6% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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