+16.3%
NXPI vs KRE
+87.7%
-71.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.0% |
| 7D | +0.7% | +2.3% | -1.7% | -0.7% |
| 30D | -6.6% | -2.5% | -4.1% | -5.2% |
| 3M | -25.4% | +6.2% | -31.6% | -28.5% |
| 6M | +11.9% | +15.8% | -3.9% | +1.1% |
| YTD | +4.0% | +16.0% | -12.0% | -6.6% |
| 1Y | +1.0% | +16.2% | -15.1% | -9.6% |
| 3Y | +16.3% | +86.4% | -70.1% | -21.2% |
| All | +16.3% | +87.7% | -71.3% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling