-0.5%
UNH vs KRE
+32.1%
-32.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -1.8% | -2.7% | -4.3% |
| 30D | -6.5% | -4.5% | -2.0% | -5.8% |
| 3M | -6.0% | +2.7% | -8.7% | -6.4% |
| 6M | +33.7% | +16.9% | +16.8% | +30.2% |
| YTD | +16.4% | +15.4% | +1.0% | +13.5% |
| 1Y | +10.1% | +16.1% | -6.0% | +7.1% |
| 3Y | -16.3% | +85.7% | -102.0% | -25.0% |
| All | -0.5% | +32.1% | -32.6% | -5.5% |
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 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