-26.2%
UBER vs KRE
+27.2%
-53.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +4.5% |
| 7D | +7.0% | +2.8% | +4.2% | +6.5% |
| 30D | +0.6% | +5.3% | -4.8% | -0.5% |
| 3M | -2.9% | -4.2% | +1.3% | -2.6% |
| 6M | -5.5% | +8.7% | -14.2% | -7.0% |
| YTD | -14.5% | +16.4% | -30.9% | -15.6% |
| 1Y | -26.2% | +26.9% | -53.1% | -27.9% |
| All | -26.2% | +27.2% | -53.4% | -27.9% |
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