+1,341.2%
MU vs KRE
+87.7%
+1,253.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.9% |
| 7D | +7.2% | +2.3% | +4.8% | +5.9% |
| 30D | +14.0% | -2.5% | +16.5% | +15.5% |
| 3M | +5.4% | +6.2% | -0.8% | +1.4% |
| 6M | +170.3% | +15.8% | +154.5% | +146.5% |
| YTD | +250.7% | +16.0% | +234.7% | +217.8% |
| 1Y | +662.1% | +16.2% | +645.9% | +587.7% |
| 3Y | +1,341.2% | +86.4% | +1,254.8% | +1,011.0% |
| All | +1,341.2% | +87.7% | +1,253.5% | +1,011.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling