+10.9%
KRE vs IBB
+37.5%
-26.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.1% |
| 7D | +0.3% | -1.8% | +2.1% | +1.2% |
| 30D | +4.8% | +5.1% | -0.3% | +1.6% |
| 3M | -5.1% | +10.7% | -15.8% | -11.4% |
| 6M | +3.3% | +22.9% | -19.6% | -10.0% |
| YTD | +13.3% | +26.7% | -13.4% | -3.6% |
| 1Y | +22.9% | +35.1% | -12.2% | 0.0% |
| 3Y | +82.1% | +80.2% | +1.9% | +22.3% |
| All | +10.9% | +37.5% | -26.6% | -23.9% |
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