+719.8%
MU vs KRE
+17.8%
+702.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +6.0% |
| 7D | +9.0% | +1.3% | +7.7% | +8.8% |
| 30D | +13.8% | -2.7% | +16.5% | +14.2% |
| 3M | +2.1% | +8.2% | -6.1% | +0.3% |
| 6M | +153.8% | +12.8% | +141.0% | +145.9% |
| YTD | +256.4% | +17.5% | +238.9% | +238.8% |
| 1Y | +719.8% | +16.6% | +703.2% | +703.9% |
| All | +719.8% | +17.8% | +702.0% | +703.9% |
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