+872.1%
MSFT vs KRE
+124.5%
+747.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | -3.5% | -1.4% | -2.1% | -3.1% |
| 30D | -2.1% | -3.9% | +1.8% | -1.0% |
| 3M | +24.2% | +3.6% | +20.5% | +22.8% |
| 6M | +21.9% | +15.4% | +6.5% | +16.6% |
| YTD | +2.5% | +15.2% | -12.7% | -2.2% |
| 1Y | -0.8% | +16.5% | -17.2% | -6.0% |
| 3Y | +50.8% | +85.2% | -34.4% | +20.7% |
| 5Y | +73.5% | +33.1% | +40.4% | +53.2% |
| All | +872.1% | +124.5% | +747.5% | +606.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling