+74.8%
QCOM vs KRE
+87.7%
-12.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.4% | +3.8% |
| 7D | +5.1% | +2.3% | +2.7% | +3.8% |
| 30D | +4.3% | -2.5% | +6.8% | +5.5% |
| 3M | -19.6% | +6.2% | -25.9% | -22.5% |
| 6M | +29.5% | +15.8% | +13.7% | +19.1% |
| YTD | +3.4% | +16.0% | -12.6% | -5.3% |
| 1Y | +10.9% | +16.2% | -5.3% | +1.3% |
| 3Y | +74.8% | +86.4% | -11.6% | +25.3% |
| All | +74.8% | +87.7% | -12.9% | +25.3% |
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 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