+365.4%
STX vs KRE
+17.8%
+347.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +6.4% |
| 7D | +2.4% | +1.3% | +1.0% | +2.4% |
| 30D | +1.4% | -2.7% | +4.1% | +1.2% |
| 3M | -8.2% | +8.2% | -16.4% | -8.5% |
| 6M | +127.0% | +12.8% | +114.2% | +122.9% |
| YTD | +209.1% | +17.5% | +191.7% | +207.6% |
| 1Y | +365.4% | +16.6% | +348.8% | +358.0% |
| All | +365.4% | +17.8% | +347.6% | +358.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling