+90.3%
KRE vs URA
+41.0%
+49.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.5% | -0.7% |
| 7D | +0.3% | -4.1% | +4.4% | +0.7% |
| 30D | +4.8% | -19.0% | +23.8% | +7.4% |
| 3M | -5.1% | -25.1% | +20.1% | -1.9% |
| 6M | +3.3% | -44.5% | +47.8% | +10.9% |
| YTD | +13.3% | -24.3% | +37.7% | +15.2% |
| 1Y | +22.9% | -28.1% | +51.0% | +25.6% |
| All | +90.3% | +41.0% | +49.3% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling