+255.3%
MRVL vs KRE
+16.5%
+238.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +5.6% | -1.8% | +7.4% | +6.1% |
| 30D | +8.8% | -4.5% | +13.3% | +10.2% |
| 3M | -15.9% | +2.7% | -18.6% | -17.5% |
| 6M | +161.3% | +16.9% | +144.4% | +142.2% |
| YTD | +178.2% | +15.4% | +162.9% | +156.3% |
| 1Y | +255.3% | +16.1% | +239.2% | +238.1% |
| All | +255.3% | +16.5% | +238.8% | +238.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling