+216.5%
SLV vs KRE
+124.5%
+91.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -5.3% |
| 7D | -5.0% | -1.4% | -3.6% | -5.0% |
| 30D | -1.8% | -3.9% | +2.1% | -1.6% |
| 3M | -0.3% | +3.6% | -3.9% | -0.6% |
| 6M | -28.2% | +15.4% | -43.6% | -28.9% |
| YTD | -10.7% | +15.2% | -26.0% | -11.7% |
| 1Y | +53.7% | +16.5% | +37.2% | +51.9% |
| 3Y | +173.7% | +85.2% | +88.5% | +161.7% |
| 5Y | +161.5% | +33.1% | +128.4% | +154.1% |
| All | +216.5% | +124.5% | +91.9% | +198.2% |
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 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