+121.9%
KRE vs UUUU
+465.5%
-343.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.7% |
| 7D | -1.8% | -10.5% | +8.7% | -0.6% |
| 30D | -4.5% | -10.5% | +6.0% | -3.5% |
| 3M | +2.7% | -14.1% | +16.9% | +3.8% |
| 6M | +16.9% | -35.5% | +52.3% | +20.8% |
| YTD | +15.4% | -10.9% | +26.3% | +12.9% |
| 1Y | +16.1% | +3.4% | +12.7% | +9.5% |
| 3Y | +85.7% | +73.1% | +12.6% | +55.8% |
| 5Y | +33.3% | +87.1% | -53.9% | +4.8% |
| All | +121.9% | +465.5% | -343.6% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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