+149.6%
KRE vs VIAV
+223.7%
-74.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -1.1% | +13.6% | -14.6% | -5.2% |
| 30D | -3.4% | +5.3% | -8.7% | -6.0% |
| 3M | +3.7% | -15.6% | +19.3% | +5.6% |
| 6M | +14.8% | +34.0% | -19.2% | -2.6% |
| YTD | +14.7% | +119.9% | -105.2% | -19.3% |
| 1Y | +16.0% | +235.2% | -219.1% | -30.4% |
| 3Y | +84.3% | +299.8% | -215.5% | +0.6% |
| 5Y | +30.9% | +140.1% | -109.2% | -17.1% |
| 10Y | +122.0% | +420.3% | -298.4% | +6.8% |
| All | +149.6% | +223.7% | -74.1% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling