+3,319.5%
V vs KRE
+210.4%
+3,109.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | +9.9% | +5.9% | +4.0% | +7.2% |
| 3M | +17.5% | -3.3% | +20.8% | +19.2% |
| 6M | +33.5% | +5.8% | +27.6% | +29.9% |
| YTD | +21.6% | +14.7% | +6.8% | +13.7% |
| 1Y | +27.6% | +22.0% | +5.6% | +16.0% |
| 3Y | +76.4% | +91.6% | -15.2% | +26.4% |
| 5Y | +103.8% | +13.0% | +90.9% | +80.8% |
| 10Y | +455.5% | +94.0% | +361.5% | +246.0% |
| All | +3,319.5% | +210.4% | +3,109.1% | +1,356.6% |
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 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