+278.0%
MRVL vs KRE
+30.8%
+247.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.8% |
| 7D | +8.7% | -1.4% | +10.1% | +9.8% |
| 30D | +6.9% | -3.9% | +10.8% | +9.7% |
| 3M | -10.1% | +3.6% | -13.8% | -13.5% |
| 6M | +143.4% | +15.4% | +128.1% | +116.8% |
| YTD | +167.5% | +15.2% | +152.2% | +135.9% |
| 1Y | +239.0% | +16.5% | +222.5% | +194.9% |
| 3Y | +311.0% | +85.2% | +225.8% | +145.8% |
| 5Y | +278.0% | +33.1% | +244.9% | +248.2% |
| All | +278.0% | +30.8% | +247.2% | +248.2% |
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