+16.5%
KRE vs IWD
+27.7%
-11.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -1.4% | -2.3% | +0.9% | +1.4% |
| 30D | -3.9% | -1.8% | -2.1% | -1.9% |
| 3M | +3.6% | +8.0% | -4.4% | -6.1% |
| 6M | +15.4% | +17.0% | -1.6% | -6.8% |
| YTD | +15.2% | +21.3% | -6.1% | -12.2% |
| 1Y | +16.5% | +27.9% | -11.5% | -19.0% |
| All | +16.5% | +27.7% | -11.2% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling