+155.8%
KRE vs IBB
+846.0%
-690.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | +1.3% | +1.4% | -0.1% | +0.3% |
| 30D | -2.7% | +10.5% | -13.2% | -9.8% |
| 3M | +8.2% | +23.6% | -15.4% | -7.8% |
| 6M | +12.8% | +22.6% | -9.8% | -3.7% |
| YTD | +17.5% | +25.7% | -8.2% | -1.8% |
| 1Y | +16.6% | +51.4% | -34.8% | -15.1% |
| 3Y | +79.5% | +64.4% | +15.1% | +22.6% |
| 5Y | +32.4% | +22.1% | +10.3% | +9.6% |
| 10Y | +124.1% | +132.5% | -8.3% | +6.3% |
| All | +155.8% | +846.0% | -690.2% | -76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling