+778.7%
IVV vs KRE
+149.9%
+628.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.6% |
| 7D | +0.1% | -0.4% | +0.5% | +0.3% |
| 30D | -3.3% | +6.4% | -9.7% | -5.9% |
| 3M | -2.4% | -3.1% | +0.7% | -1.2% |
| 6M | +2.6% | +6.4% | -3.8% | -0.4% |
| YTD | +11.3% | +15.3% | -4.0% | +4.0% |
| 1Y | +13.4% | +23.3% | -9.8% | +2.9% |
| 3Y | +80.3% | +93.6% | -13.3% | +30.5% |
| 5Y | +72.7% | +13.2% | +59.5% | +54.2% |
| 10Y | +309.6% | +103.1% | +206.5% | +156.6% |
| All | +778.7% | +149.9% | +628.9% | +346.3% |
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