+297.5%
KRE price history and return analytics
+356.5%
-59.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +0.7% | +2.4% | -1.6% | -2.0% |
| 30D | +6.1% | -1.5% | +7.6% | +7.7% |
| 3M | -5.9% | -4.1% | -1.8% | -1.6% |
| 6M | +9.6% | +0.6% | +9.0% | +7.8% |
| YTD | +14.2% | +11.0% | +3.2% | -0.4% |
| 1Y | +22.5% | +13.3% | +9.2% | +4.3% |
| 3Y | +90.4% | +73.4% | +17.0% | -0.9% |
| 5Y | +11.9% | +57.4% | -45.6% | -34.3% |
| 10Y | +88.8% | +221.7% | -132.9% | -49.3% |
| All | +297.5% | +356.5% | -59.0% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling