+85.7%
KRE vs ZBRA
+35.9%
+49.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.5% |
| 7D | -1.8% | -3.4% | +1.6% | -0.7% |
| 30D | -4.5% | -7.4% | +2.9% | -2.1% |
| 3M | +2.7% | +57.5% | -54.8% | -13.9% |
| 6M | +16.9% | +64.0% | -47.1% | -5.0% |
| YTD | +15.4% | +44.3% | -28.9% | -2.0% |
| 1Y | +16.1% | +10.9% | +5.2% | +9.5% |
| 3Y | +85.7% | +37.5% | +48.2% | +42.4% |
| All | +85.7% | +35.9% | +49.8% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling