+570.1%
QCOM vs KRE
+148.6%
+421.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | +5.5% | +0.3% | +5.2% | +5.5% |
| 30D | -1.1% | +5.9% | -7.0% | -3.5% |
| 3M | +7.6% | -3.3% | +10.9% | +9.3% |
| 6M | -20.1% | +5.8% | -25.9% | -22.3% |
| YTD | +3.0% | +14.7% | -11.7% | -3.7% |
| 1Y | +3.2% | +22.0% | -18.8% | -6.1% |
| 3Y | +48.9% | +91.6% | -42.7% | +9.3% |
| 5Y | +21.1% | +13.0% | +8.1% | +11.1% |
| 10Y | +242.8% | +94.0% | +148.8% | +131.0% |
| All | +570.1% | +148.6% | +421.5% | +274.1% |
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