+82.2%
UBER vs KRE
+68.5%
+13.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -3.9% | +1.3% | -5.2% | -4.5% |
| 30D | +11.1% | -2.7% | +13.8% | +12.5% |
| 3M | +4.9% | +8.2% | -3.3% | +0.4% |
| 6M | -1.2% | +12.8% | -14.0% | -7.8% |
| YTD | -7.3% | +17.5% | -24.8% | -15.6% |
| 1Y | -17.6% | +16.6% | -34.2% | -25.2% |
| 3Y | +61.1% | +79.5% | -18.4% | +10.9% |
| 5Y | +87.9% | +32.4% | +55.5% | +54.9% |
| All | +82.2% | +68.5% | +13.7% | +24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling