+172.7%
SLV vs KRE
+31.8%
+140.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.4% | +2.4% |
| 7D | +2.8% | -1.1% | +3.9% | +2.9% |
| 30D | +2.2% | -3.4% | +5.6% | +2.5% |
| 3M | +2.9% | +3.7% | -0.8% | +2.5% |
| 6M | -22.4% | +14.8% | -37.2% | -23.4% |
| YTD | -5.7% | +14.7% | -20.4% | -7.1% |
| 1Y | +63.3% | +16.0% | +47.3% | +60.7% |
| 3Y | +189.0% | +84.3% | +104.8% | +172.2% |
| 5Y | +172.7% | +30.9% | +141.8% | +161.3% |
| All | +172.7% | +31.8% | +140.8% | +161.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling