+121.9%
KRE price history and return analytics
+229.8%
-107.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.0% |
| 7D | -1.8% | -1.1% | -0.7% | -0.5% |
| 30D | -4.5% | -1.0% | -3.5% | -3.4% |
| 3M | +2.7% | +3.2% | -0.4% | -1.6% |
| 6M | +16.9% | +12.5% | +4.4% | -0.2% |
| YTD | +15.4% | +14.1% | +1.3% | -3.2% |
| 1Y | +16.1% | +18.9% | -2.8% | -7.7% |
| 3Y | +85.7% | +74.1% | +11.6% | -8.3% |
| 5Y | +33.3% | +66.9% | -33.6% | -30.0% |
| All | +121.9% | +229.8% | -107.9% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling