+48.1%
TSLA vs KRE
+30.8%
+17.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.5% |
| 7D | -3.4% | -1.4% | -2.0% | -2.5% |
| 30D | +9.2% | -3.9% | +13.1% | +12.3% |
| 3M | -4.7% | +3.6% | -8.4% | -7.4% |
| 6M | -8.9% | +15.4% | -24.3% | -18.7% |
| YTD | -19.2% | +15.2% | -34.4% | -28.3% |
| 1Y | +4.5% | +16.5% | -11.9% | -8.8% |
| 3Y | +46.3% | +85.2% | -38.9% | -9.2% |
| 5Y | +48.1% | +33.1% | +15.0% | +27.0% |
| All | +48.1% | +30.8% | +17.4% | +27.0% |
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 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