-24.3%
UBER vs KRE
+16.5%
-40.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -1.8% | -3.6% | -5.1% |
| 30D | -4.9% | -4.5% | -0.4% | -4.2% |
| 3M | +3.0% | +2.7% | +0.3% | +2.5% |
| 6M | -4.4% | +16.9% | -21.3% | -7.1% |
| YTD | -12.3% | +15.4% | -27.6% | -14.4% |
| 1Y | -24.3% | +16.1% | -40.4% | -26.7% |
| All | -24.3% | +16.5% | -40.8% | -26.7% |
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