+708.5%
RTX vs KRE
+146.7%
+561.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | +3.4% | +0.3% | +3.1% | +3.3% |
| 30D | +8.4% | +5.0% | +3.4% | +5.9% |
| 3M | -10.7% | -5.7% | -4.9% | -8.3% |
| 6M | +11.7% | +7.5% | +4.2% | +7.7% |
| YTD | +9.3% | +13.8% | -4.5% | +2.1% |
| 1Y | +13.3% | +20.7% | -7.4% | +2.8% |
| 3Y | +156.1% | +90.1% | +66.0% | +78.0% |
| 5Y | +148.5% | +11.5% | +137.0% | +116.5% |
| 10Y | +263.6% | +88.2% | +175.4% | +131.6% |
| All | +708.5% | +146.7% | +561.8% | +298.2% |
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