+918.0%
MRVL vs KRE
+154.6%
+763.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.5% | +6.5% | +6.8% |
| 7D | +3.2% | +1.3% | +1.9% | +2.5% |
| 30D | +5.9% | -2.7% | +8.6% | +7.3% |
| 3M | -29.3% | +8.2% | -37.5% | -32.7% |
| 6M | +186.5% | +12.8% | +173.7% | +167.2% |
| YTD | +163.4% | +17.5% | +146.0% | +139.6% |
| 1Y | +249.5% | +16.6% | +232.9% | +218.2% |
| 3Y | +289.4% | +79.5% | +209.9% | +183.1% |
| 5Y | +270.2% | +32.4% | +237.8% | +216.6% |
| 10Y | +1,748.8% | +124.1% | +1,624.7% | +1,004.7% |
| All | +918.0% | +154.6% | +763.4% | +389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling