+26.9%
KRE vs VIVK
-100.0%
+126.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -27.5% | +29.2% | +1.8% |
| 7D | +2.8% | -68.7% | +71.5% | +3.3% |
| 30D | +5.3% | -90.0% | +95.3% | +6.2% |
| 3M | -4.2% | -98.1% | +93.8% | -2.8% |
| 6M | +8.7% | -99.9% | +108.6% | +11.4% |
| YTD | +16.4% | -99.9% | +116.3% | +18.2% |
| 1Y | +26.9% | -100.0% | +126.9% | +40.5% |
| All | +26.9% | -100.0% | +126.9% | +40.5% |
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