+195.7%
MRVL vs KRE
+91.7%
+104.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.9% |
| 7D | +11.0% | +0.7% | +10.3% | +10.6% |
| 30D | -36.1% | +6.1% | -42.2% | -38.6% |
| 3M | -29.4% | -5.9% | -23.5% | -27.0% |
| 6M | -11.9% | +9.6% | -21.5% | -18.5% |
| YTD | +84.8% | +14.2% | +70.6% | +64.4% |
| 1Y | +79.4% | +22.5% | +56.9% | +51.5% |
| 3Y | +195.7% | +90.4% | +105.4% | +95.8% |
| All | +195.7% | +91.7% | +104.0% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling