+112.5%
NET vs KRE
+31.9%
+80.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.3% |
| 7D | -7.0% | +1.3% | -8.3% | -7.8% |
| 30D | -4.8% | -2.7% | -2.1% | -3.0% |
| 3M | +3.8% | +8.2% | -4.4% | -2.1% |
| 6M | +50.0% | +12.8% | +37.2% | +36.7% |
| YTD | +41.5% | +17.5% | +24.0% | +24.4% |
| 1Y | +32.8% | +16.6% | +16.2% | +16.8% |
| 3Y | +335.9% | +79.5% | +256.4% | +161.3% |
| All | +112.5% | +31.9% | +80.5% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling