+670.7%
SBUX vs KRE
+151.4%
+519.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.8% |
| 7D | -3.9% | +2.3% | -6.2% | -4.9% |
| 30D | -2.8% | -2.5% | -0.3% | -1.7% |
| 3M | +8.2% | +6.2% | +2.0% | +5.1% |
| 6M | +4.3% | +15.8% | -11.6% | -3.0% |
| YTD | +23.3% | +16.0% | +7.3% | +14.4% |
| 1Y | +24.3% | +16.2% | +8.1% | +14.7% |
| 3Y | +15.5% | +86.4% | -71.0% | -17.7% |
| 5Y | -2.7% | +33.0% | -35.7% | -20.6% |
| 10Y | +128.8% | +123.0% | +5.9% | +29.2% |
| All | +670.7% | +151.4% | +519.3% | +255.0% |
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