+280.0%
RTX vs KRE
+124.5%
+155.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | -2.0% | -1.4% | -0.6% | -1.3% |
| 30D | -11.2% | -3.9% | -7.3% | -9.5% |
| 3M | +12.0% | +3.6% | +8.4% | +9.9% |
| 6M | -3.6% | +15.4% | -19.0% | -10.2% |
| YTD | +9.2% | +15.2% | -6.0% | +1.3% |
| 1Y | +29.7% | +16.5% | +13.3% | +19.1% |
| 3Y | +152.0% | +85.2% | +66.8% | +72.5% |
| 5Y | +165.8% | +33.1% | +132.7% | +109.3% |
| All | +280.0% | +124.5% | +155.5% | +110.8% |
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