+31.7%
KRE vs QID
-80.8%
+112.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | -0.4% |
| 7D | -1.8% | +1.3% | -3.1% | -1.4% |
| 30D | -4.5% | +2.9% | -7.4% | -3.5% |
| 3M | +2.7% | -0.7% | +3.5% | +3.1% |
| 6M | +16.9% | -29.7% | +46.5% | +5.5% |
| YTD | +15.4% | -27.9% | +43.2% | +5.4% |
| 1Y | +16.1% | -34.6% | +50.7% | +3.3% |
| 3Y | +85.7% | -73.5% | +159.3% | +32.5% |
| All | +31.7% | -80.8% | +112.5% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling