+2.4%
QCOM vs KRE
+20.6%
-18.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +13.0% | +0.3% | +12.7% | +12.9% |
| 30D | +0.2% | +5.0% | -4.9% | -1.4% |
| 3M | +9.2% | -5.7% | +15.0% | +11.6% |
| 6M | -15.0% | +7.5% | -22.5% | -18.0% |
| YTD | +5.2% | +13.8% | -8.7% | -3.9% |
| 1Y | +2.4% | +20.7% | -18.3% | -10.4% |
| All | +2.4% | +20.6% | -18.3% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling