-24.1%
NU vs KRE
+27.2%
-51.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.2% |
| 7D | +0.2% | +2.8% | -2.6% | -1.5% |
| 30D | -21.0% | +5.3% | -26.3% | -23.6% |
| 3M | -16.3% | -4.2% | -12.1% | -14.0% |
| 6M | -15.3% | +8.7% | -24.0% | -20.4% |
| YTD | -28.4% | +16.4% | -44.8% | -36.3% |
| 1Y | -24.1% | +26.9% | -51.0% | -36.8% |
| All | -24.1% | +27.2% | -51.3% | -36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling