+1,560.7%
LLY vs KRE
+124.5%
+1,436.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -3.2% | -1.4% | -1.7% | -2.9% |
| 30D | -7.4% | -3.9% | -3.5% | -6.9% |
| 3M | -1.0% | +3.6% | -4.7% | -1.7% |
| 6M | +12.5% | +15.4% | -2.9% | +10.0% |
| YTD | +5.0% | +15.2% | -10.2% | +2.5% |
| 1Y | +49.8% | +16.5% | +33.3% | +45.7% |
| 3Y | +95.5% | +85.2% | +10.3% | +74.6% |
| 5Y | +390.7% | +33.1% | +357.6% | +358.1% |
| All | +1,560.7% | +124.5% | +1,436.1% | +1,108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded KRE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling