+123.9%
SBUX vs KRE
+124.8%
-0.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -1.8% | -3.7% | -4.8% |
| 30D | -8.5% | -4.5% | -4.0% | -6.7% |
| 3M | -2.9% | +2.7% | -5.6% | -4.0% |
| 6M | -1.5% | +16.9% | -18.4% | -7.8% |
| YTD | +19.4% | +15.4% | +4.0% | +12.2% |
| 1Y | +22.9% | +16.1% | +6.9% | +14.8% |
| 3Y | +11.3% | +85.7% | -74.4% | -16.5% |
| 5Y | -6.9% | +33.3% | -40.1% | -20.8% |
| All | +123.9% | +124.8% | -0.9% | +41.9% |
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