+483.2%
SLV vs KRE
+154.6%
+328.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -0.3% | +1.3% | -1.6% | -0.4% |
| 30D | +6.7% | -2.7% | +9.4% | +6.9% |
| 3M | -10.7% | +8.2% | -18.9% | -11.3% |
| 6M | -20.6% | +12.8% | -33.4% | -21.4% |
| YTD | -7.1% | +17.5% | -24.6% | -8.4% |
| 1Y | +62.0% | +16.6% | +45.4% | +59.7% |
| 3Y | +169.8% | +79.5% | +90.4% | +155.7% |
| 5Y | +161.5% | +32.4% | +129.0% | +152.1% |
| 10Y | +224.4% | +124.1% | +100.3% | +192.4% |
| All | +483.2% | +154.6% | +328.6% | +408.6% |
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