+33.5%
NEE vs KRE
+84.1%
-50.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | -3.1% | -3.9% | +0.8% | -2.5% |
| 3M | -2.4% | +3.6% | -6.1% | -3.1% |
| 6M | -8.6% | +15.4% | -24.0% | -10.8% |
| YTD | +4.9% | +15.2% | -10.3% | +2.1% |
| 1Y | +19.4% | +16.5% | +2.9% | +15.7% |
| All | +33.5% | +84.1% | -50.6% | +4.5% |
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