+33.0%
KRE vs IBB
+20.0%
+13.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.1% |
| 7D | +2.3% | -1.7% | +4.0% | +3.3% |
| 30D | -2.5% | +4.9% | -7.4% | -5.6% |
| 3M | +6.2% | +24.2% | -18.0% | -7.4% |
| 6M | +15.8% | +23.8% | -8.0% | +0.7% |
| YTD | +16.0% | +23.0% | -7.0% | +1.0% |
| 1Y | +16.2% | +46.2% | -30.0% | -9.8% |
| 3Y | +86.4% | +64.8% | +21.6% | +33.4% |
| 5Y | +33.0% | +20.9% | +12.0% | +0.1% |
| All | +33.0% | +20.0% | +13.0% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling