+16.6%
KRE vs SOXQ
+111.3%
-94.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.8% | +0.3% |
| 7D | +1.3% | +2.3% | -1.0% | +1.1% |
| 30D | -2.7% | -2.3% | -0.4% | -2.5% |
| 3M | +8.2% | -13.8% | +22.0% | +9.1% |
| 6M | +12.8% | +48.6% | -35.8% | +1.4% |
| YTD | +17.5% | +66.0% | -48.5% | +3.5% |
| 1Y | +16.6% | +107.9% | -91.3% | -3.8% |
| All | +16.6% | +111.3% | -94.7% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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