+24.2%
KRE vs SOXQ
+286.7%
-262.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.4% |
| 7D | -1.8% | +0.8% | -2.6% | -2.1% |
| 30D | -4.5% | -4.6% | +0.1% | -3.2% |
| 3M | +2.7% | -10.2% | +12.9% | +4.6% |
| 6M | +16.9% | +49.7% | -32.8% | -2.8% |
| YTD | +15.4% | +67.2% | -51.9% | -8.4% |
| 1Y | +16.1% | +98.0% | -81.9% | -14.3% |
| 3Y | +85.7% | +237.2% | -151.4% | +5.0% |
| 5Y | +33.3% | +261.3% | -228.0% | -29.2% |
| All | +24.2% | +286.7% | -262.5% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling