+1,320.1%
IGV vs KRE
+151.4%
+1,168.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.6% | -1.3% |
| 7D | -3.3% | +2.3% | -5.6% | -4.2% |
| 30D | 0.0% | -2.5% | +2.5% | +0.9% |
| 3M | +7.3% | +6.2% | +1.1% | +4.6% |
| 6M | +16.7% | +15.8% | +0.9% | +9.5% |
| YTD | -2.8% | +16.0% | -18.8% | -9.2% |
| 1Y | -6.7% | +16.2% | -22.8% | -13.1% |
| 3Y | +41.1% | +86.4% | -45.3% | +6.0% |
| 5Y | +22.0% | +33.0% | -11.0% | +3.4% |
| 10Y | +357.9% | +123.0% | +234.9% | +178.4% |
| All | +1,320.1% | +151.4% | +1,168.7% | +646.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling