-14.3%
UNH vs KRE
+84.1%
-98.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -3.2% | -1.4% | -1.7% | -3.0% |
| 30D | -3.5% | -3.9% | +0.4% | -2.9% |
| 3M | -4.2% | +3.6% | -7.8% | -4.7% |
| 6M | +38.3% | +15.4% | +22.9% | +35.3% |
| YTD | +19.2% | +15.2% | +4.0% | +16.5% |
| 1Y | +15.0% | +16.5% | -1.5% | +12.0% |
| All | -14.3% | +84.1% | -98.3% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling