+313.7%
IVV vs KRE
+122.6%
+191.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | +0.5% | +2.3% | -1.8% | -0.4% |
| 30D | -1.0% | -2.5% | +1.5% | -0.1% |
| 3M | +3.9% | +6.2% | -2.4% | +1.4% |
| 6M | +14.5% | +15.8% | -1.3% | +8.0% |
| YTD | +12.9% | +16.0% | -3.1% | +6.2% |
| 1Y | +19.4% | +16.2% | +3.2% | +11.9% |
| 3Y | +78.8% | +86.4% | -7.6% | +36.3% |
| 5Y | +82.2% | +33.0% | +49.2% | +56.1% |
| 10Y | +313.7% | +123.0% | +190.7% | +170.0% |
| All | +313.7% | +122.6% | +191.1% | +170.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling