+26.9%
KRE vs IWF
-1.6%
+28.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +2.8% | -4.2% | +7.0% | +3.8% |
| 30D | +5.3% | -8.1% | +13.5% | +7.5% |
| 3M | -4.2% | -5.1% | +0.8% | -3.1% |
| 6M | +8.7% | -1.4% | +10.1% | +8.2% |
| YTD | +16.4% | -0.1% | +16.5% | +13.3% |
| 1Y | +26.9% | -1.3% | +28.1% | +24.4% |
| All | +26.9% | -1.6% | +28.5% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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