+3,306.4%
V vs KRE
+211.9%
+3,094.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | +9.5% | +6.4% | +3.1% | +6.6% |
| 3M | +16.7% | -3.1% | +19.7% | +18.2% |
| 6M | +32.9% | +6.4% | +26.6% | +29.1% |
| YTD | +21.1% | +15.3% | +5.8% | +13.0% |
| 1Y | +26.6% | +23.3% | +3.4% | +14.6% |
| 3Y | +78.4% | +93.6% | -15.3% | +27.2% |
| 5Y | +105.5% | +13.2% | +92.3% | +82.1% |
| 10Y | +444.2% | +103.1% | +341.1% | +231.2% |
| All | +3,306.4% | +211.9% | +3,094.5% | +1,347.9% |
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