+16.6%
KRE vs VIVK
-100.0%
+116.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -12.3% | +12.9% | +0.6% |
| 7D | +1.3% | -1.4% | +2.7% | +1.3% |
| 30D | -2.7% | -43.6% | +40.9% | -2.5% |
| 3M | +8.2% | -95.1% | +103.3% | +8.8% |
| 6M | +12.8% | -98.2% | +111.0% | +13.6% |
| YTD | +17.5% | -97.9% | +115.4% | +17.7% |
| 1Y | +16.6% | -100.0% | +116.6% | +18.7% |
| All | +16.6% | -100.0% | +116.6% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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