+7.7%
V vs KRE
+17.8%
-10.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -1.7% | +1.3% | -3.0% | -2.1% |
| 30D | +2.0% | -2.7% | +4.6% | +2.7% |
| 3M | +17.4% | +8.2% | +9.2% | +14.9% |
| 6M | +17.5% | +12.8% | +4.7% | +13.1% |
| YTD | +7.6% | +17.5% | -9.9% | +2.4% |
| 1Y | +7.7% | +16.6% | -8.9% | -0.6% |
| All | +7.7% | +17.8% | -10.1% | -0.6% |
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