+2,094.7%
NXPI vs KRE
+341.4%
+1,753.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | +1.7% | -1.6% | +3.3% | +2.9% |
| 30D | +19.7% | +4.9% | +14.8% | +15.9% |
| 3M | +14.5% | -4.5% | +19.0% | +18.2% |
| 6M | -11.2% | +7.7% | -18.9% | -16.0% |
| YTD | +25.8% | +14.5% | +11.3% | +13.1% |
| 1Y | +35.2% | +21.5% | +13.7% | +16.6% |
| 3Y | +52.3% | +91.2% | -39.0% | -6.2% |
| 5Y | +34.8% | +11.8% | +23.1% | +18.4% |
| 10Y | +214.4% | +89.3% | +125.1% | +60.9% |
| All | +2,094.7% | +341.4% | +1,753.3% | +364.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling