+22.5%
KRE vs URA
-29.3%
+51.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +0.7% | -1.5% | +2.3% | +0.9% |
| 30D | +6.1% | -10.4% | +16.5% | +6.9% |
| 3M | -5.9% | -29.6% | +23.7% | -3.4% |
| 6M | +9.6% | -40.3% | +49.9% | +14.6% |
| YTD | +14.2% | -25.5% | +39.7% | +15.7% |
| 1Y | +22.5% | -26.4% | +48.9% | +24.3% |
| All | +22.5% | -29.3% | +51.8% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling