+181.3%
MCD vs KRE
+119.6%
+61.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.6% |
| 7D | -2.9% | -1.1% | -1.8% | -2.6% |
| 30D | -6.7% | -3.4% | -3.3% | -6.0% |
| 3M | -9.6% | +3.7% | -13.3% | -10.4% |
| 6M | -22.3% | +14.8% | -37.1% | -25.0% |
| YTD | -15.4% | +14.7% | -30.1% | -18.5% |
| 1Y | -16.8% | +16.0% | -32.8% | -20.2% |
| 3Y | -2.4% | +84.3% | -86.7% | -19.3% |
| 5Y | +19.4% | +30.9% | -11.5% | +6.8% |
| 10Y | +181.3% | +122.0% | +59.3% | +96.6% |
| All | +181.3% | +119.6% | +61.7% | +96.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling