+14.8%
KRE vs VIVK
-98.0%
+112.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.2% | -1.1% |
| 7D | -1.1% | -7.9% | +6.8% | -1.0% |
| 30D | -3.4% | -42.0% | +38.6% | -3.3% |
| 3M | +3.7% | -92.5% | +96.2% | +4.0% |
| 6M | +14.8% | -98.0% | +112.8% | +15.2% |
| All | +14.8% | -98.0% | +112.8% | +15.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling