+10.3%
SLV vs KRE
+27.2%
-16.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.9% |
| 7D | -3.9% | +2.8% | -6.7% | -4.2% |
| 30D | -14.5% | +5.3% | -19.8% | -15.1% |
| 3M | -12.4% | -4.2% | -8.2% | -12.3% |
| 6M | -28.5% | +8.7% | -37.2% | -30.1% |
| YTD | -26.8% | +16.4% | -43.2% | -29.7% |
| 1Y | +10.3% | +26.9% | -16.5% | +5.9% |
| All | +10.3% | +27.2% | -16.9% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling