+85.7%
KRE vs VIAV
+293.0%
-207.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.4% |
| 7D | -1.8% | +11.2% | -13.0% | -3.5% |
| 30D | -4.5% | -10.1% | +5.6% | -3.3% |
| 3M | +2.7% | -22.9% | +25.6% | +5.8% |
| 6M | +16.9% | +28.8% | -11.9% | +6.0% |
| YTD | +15.4% | +117.5% | -102.1% | -9.3% |
| 1Y | +16.1% | +216.1% | -200.0% | -19.1% |
| 3Y | +85.7% | +292.2% | -206.5% | +6.0% |
| All | +85.7% | +293.0% | -207.3% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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