+32.5%
PFE vs KRE
+124.5%
-92.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -4.0% | -1.4% | -2.6% | -3.7% |
| 30D | +3.9% | -3.9% | +7.8% | +4.7% |
| 3M | +9.9% | +3.6% | +6.3% | +8.9% |
| 6M | +5.3% | +15.4% | -10.1% | +1.9% |
| YTD | +16.8% | +15.2% | +1.6% | +12.8% |
| 1Y | +20.4% | +16.5% | +4.0% | +15.9% |
| 3Y | -2.1% | +85.2% | -87.2% | -16.4% |
| 5Y | -21.0% | +33.1% | -54.1% | -28.8% |
| All | +32.5% | +124.5% | -92.1% | -14.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling