+210.0%
NXPI vs KRE
+124.5%
+85.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.1% |
| 7D | +0.7% | -1.4% | +2.1% | +1.5% |
| 30D | -4.2% | -3.9% | -0.3% | -2.0% |
| 3M | -20.4% | +3.6% | -24.1% | -22.4% |
| 6M | +12.5% | +15.4% | -2.9% | +2.7% |
| YTD | +5.2% | +15.2% | -10.0% | -4.2% |
| 1Y | +5.1% | +16.5% | -11.3% | -5.1% |
| 3Y | +17.7% | +85.2% | -67.5% | -20.0% |
| 5Y | +16.8% | +33.1% | -16.3% | -4.4% |
| All | +210.0% | +124.5% | +85.5% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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