+350.4%
STX vs KRE
+16.4%
+334.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.6% |
| 7D | +8.0% | -1.4% | +9.4% | +7.9% |
| 30D | +5.1% | -3.9% | +9.0% | +4.9% |
| 3M | +5.8% | +3.6% | +2.1% | +5.5% |
| 6M | +124.9% | +15.4% | +109.6% | +120.1% |
| YTD | +213.9% | +15.2% | +198.7% | +211.7% |
| 1Y | +350.4% | +16.5% | +333.9% | +347.7% |
| All | +350.4% | +16.4% | +334.0% | +347.7% |
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