+86.4%
KRE vs NDAQ
+91.7%
-5.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.4% |
| 7D | +2.3% | -2.6% | +4.9% | +3.5% |
| 30D | -2.5% | +0.5% | -3.0% | -2.8% |
| 3M | +6.2% | +9.9% | -3.7% | +1.3% |
| 6M | +15.8% | +8.2% | +7.6% | +10.5% |
| YTD | +16.0% | -1.5% | +17.5% | +15.8% |
| 1Y | +16.2% | +1.3% | +14.9% | +13.7% |
| 3Y | +86.4% | +92.6% | -6.2% | +23.4% |
| All | +86.4% | +91.7% | -5.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling