+6,169.9%
MU vs KRE
+119.6%
+6,050.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +3.9% | +3.4% |
| 7D | +7.5% | -1.1% | +8.6% | +8.2% |
| 30D | +19.4% | -3.4% | +22.8% | +21.8% |
| 3M | +9.8% | +3.7% | +6.1% | +6.8% |
| 6M | +164.1% | +14.8% | +149.4% | +140.3% |
| YTD | +260.3% | +14.7% | +245.7% | +226.6% |
| 1Y | +661.2% | +16.0% | +645.2% | +581.9% |
| 3Y | +1,380.8% | +84.3% | +1,296.6% | +884.2% |
| 5Y | +1,346.4% | +30.9% | +1,315.5% | +1,081.0% |
| 10Y | +6,169.9% | +122.0% | +6,048.0% | +3,818.8% |
| All | +6,169.9% | +119.6% | +6,050.3% | +3,818.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling