+146.0%
KRE vs UUUU
-92.0%
+238.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -1.1% | +1.8% | -2.9% | -1.2% |
| 30D | -3.4% | +1.8% | -5.2% | -3.6% |
| 3M | +3.7% | +1.3% | +2.5% | +3.2% |
| 6M | +14.8% | -26.8% | +41.5% | +16.1% |
| YTD | +14.7% | +0.1% | +14.6% | +12.5% |
| 1Y | +16.0% | +11.2% | +4.8% | +11.9% |
| 3Y | +84.3% | +97.7% | -13.4% | +65.8% |
| 5Y | +30.9% | +127.3% | -96.5% | +13.7% |
| 10Y | +122.0% | +532.6% | -410.6% | +69.3% |
| All | +146.0% | -92.0% | +238.0% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling