+11.8%
SBUX vs KRE
+84.1%
-72.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | -6.2% | -1.4% | -4.8% | -5.7% |
| 30D | -6.4% | -3.9% | -2.5% | -5.1% |
| 3M | +1.0% | +3.6% | -2.6% | -0.2% |
| 6M | -0.4% | +15.4% | -15.8% | -5.6% |
| YTD | +20.0% | +15.2% | +4.7% | +13.6% |
| 1Y | +22.8% | +16.5% | +6.3% | +15.5% |
| All | +11.8% | +84.1% | -72.2% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling