-66.3%
MARA vs KRE
+32.1%
-98.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.7% |
| 7D | +5.9% | -1.8% | +7.7% | +8.2% |
| 30D | +24.3% | -4.5% | +28.8% | +30.9% |
| 3M | -12.0% | +2.7% | -14.7% | -15.7% |
| 6M | +40.1% | +16.9% | +23.3% | +13.7% |
| YTD | +33.4% | +15.4% | +18.0% | +8.8% |
| 1Y | -23.7% | +16.1% | -39.8% | -38.3% |
| 3Y | +19.0% | +85.7% | -66.8% | -43.3% |
| All | -66.3% | +32.1% | -98.4% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling