+15,622.8%
NFLX vs KRE
+147.5%
+15,475.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | -2.0% | +0.7% | -2.7% | -2.2% |
| 30D | -11.9% | +6.1% | -18.1% | -13.6% |
| 3M | -20.6% | -5.9% | -14.7% | -19.0% |
| 6M | -29.0% | +9.6% | -38.6% | -31.3% |
| YTD | -33.7% | +14.2% | -47.9% | -37.1% |
| 1Y | -46.2% | +22.5% | -68.7% | -50.2% |
| 3Y | +39.8% | +90.4% | -50.6% | +7.7% |
| 5Y | -9.0% | +11.9% | -20.8% | -16.5% |
| 10Y | +441.5% | +88.8% | +352.7% | +274.1% |
| All | +15,622.8% | +147.5% | +15,475.3% | +9,310.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling