+16.6%
KRE vs USFD
+34.2%
-17.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.3% | -3.0% | +4.3% | +1.7% |
| 30D | -2.7% | +3.5% | -6.2% | -3.2% |
| 3M | +8.2% | +26.6% | -18.4% | +4.3% |
| 6M | +12.8% | +11.7% | +1.1% | +10.9% |
| YTD | +17.5% | +38.1% | -20.6% | +8.0% |
| 1Y | +16.6% | +33.4% | -16.8% | +10.4% |
| All | +16.6% | +34.2% | -17.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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