+330.2%
SLV vs KRE
+147.5%
+182.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -5.8% | +0.7% | -6.6% | -5.9% |
| 30D | -12.1% | +6.1% | -18.3% | -12.5% |
| 3M | -24.1% | -5.9% | -18.2% | -23.8% |
| 6M | -44.4% | +9.6% | -54.0% | -44.8% |
| YTD | -31.5% | +14.2% | -45.7% | -32.3% |
| 1Y | -6.9% | +22.5% | -29.4% | -8.5% |
| 3Y | +116.0% | +90.4% | +25.6% | +104.0% |
| 5Y | +88.4% | +11.9% | +76.6% | +84.1% |
| 10Y | +167.9% | +88.8% | +79.1% | +145.3% |
| All | +330.2% | +147.5% | +182.8% | +276.0% |
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