+29.6%
SNOW vs KRE
+130.7%
-101.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -2.4% | -1.8% | -0.6% | -1.7% |
| 30D | -1.0% | -4.5% | +3.5% | +0.9% |
| 3M | +36.9% | +2.7% | +34.1% | +35.0% |
| 6M | +83.4% | +16.9% | +66.5% | +70.5% |
| YTD | +50.0% | +15.4% | +34.6% | +39.9% |
| 1Y | +46.5% | +16.1% | +30.4% | +35.7% |
| 3Y | +93.3% | +85.7% | +7.6% | +45.3% |
| 5Y | +3.3% | +33.3% | -30.0% | -6.0% |
| All | +29.6% | +130.7% | -101.1% | +17.2% |
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