+16.1%
NXPI vs KRE
+31.8%
-15.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.5% |
| 7D | -2.3% | -1.1% | -1.2% | -1.6% |
| 30D | -4.3% | -3.4% | -0.9% | -2.3% |
| 3M | -24.7% | +3.7% | -28.4% | -26.6% |
| 6M | +9.7% | +14.8% | -5.0% | 0.0% |
| YTD | +3.8% | +14.7% | -10.9% | -5.9% |
| 1Y | +1.6% | +16.0% | -14.4% | -8.7% |
| 3Y | +16.0% | +84.3% | -68.2% | -22.5% |
| 5Y | +16.1% | +30.9% | -14.8% | +5.2% |
| All | +16.1% | +31.8% | -15.7% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling