+152.5%
KRE vs IVZ
+272.3%
-119.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | 0.0% |
| 7D | +2.3% | +1.1% | +1.2% | +1.7% |
| 30D | -2.5% | +3.1% | -5.6% | -4.3% |
| 3M | +6.2% | +18.2% | -11.9% | -4.4% |
| 6M | +15.8% | +38.6% | -22.8% | -5.6% |
| YTD | +16.0% | +25.9% | -9.9% | -0.7% |
| 1Y | +16.2% | +51.7% | -35.5% | -10.9% |
| 3Y | +86.4% | +138.7% | -52.2% | +7.0% |
| 5Y | +33.0% | +62.8% | -29.8% | -8.7% |
| 10Y | +123.0% | +60.9% | +62.1% | +38.9% |
| All | +152.5% | +272.3% | -119.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IVZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling