+4,437.1%
SNDK vs KRE
+20.8%
+4,416.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | -6.1% | -1.8% | -4.3% | -4.5% |
| 30D | +21.5% | -4.5% | +26.0% | +26.9% |
| 3M | -13.2% | +2.7% | -15.9% | -16.3% |
| 6M | +149.2% | +16.9% | +132.3% | +108.2% |
| YTD | +588.1% | +15.4% | +572.7% | +474.8% |
| 1Y | +1,837.5% | +16.1% | +1,821.5% | +1,496.4% |
| All | +4,437.1% | +20.8% | +4,416.3% | +3,442.1% |
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