+667.4%
NFLX vs KRE
+124.5%
+542.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -8.1% | -1.4% | -6.6% | -7.8% |
| 30D | +1.6% | -3.9% | +5.5% | +2.5% |
| 3M | -7.3% | +3.6% | -10.9% | -8.1% |
| 6M | -21.6% | +15.4% | -37.0% | -24.2% |
| YTD | -18.9% | +15.2% | -34.1% | -21.9% |
| 1Y | -39.1% | +16.5% | -55.5% | -41.6% |
| 3Y | +71.7% | +85.2% | -13.5% | +44.3% |
| 5Y | +27.0% | +33.1% | -6.1% | +16.2% |
| All | +667.4% | +124.5% | +542.9% | +533.8% |
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