+16.1%
KRE vs VICR
+293.8%
-277.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.2% | -11.0% | -0.2% |
| 7D | -1.8% | +5.0% | -6.8% | -2.0% |
| 30D | -4.5% | -12.5% | +8.0% | -4.2% |
| 3M | +2.7% | -33.6% | +36.3% | +3.7% |
| 6M | +16.9% | +10.7% | +6.2% | +12.8% |
| YTD | +15.4% | +80.6% | -65.2% | +9.4% |
| 1Y | +16.1% | +288.4% | -272.3% | +6.6% |
| All | +16.1% | +293.8% | -277.7% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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