+558.6%
QQQ vs KRE
+124.8%
+433.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -1.8% | +1.3% | 0.0% |
| 30D | -1.2% | -4.5% | +3.3% | +0.3% |
| 3M | -0.2% | +2.7% | -2.9% | -1.3% |
| 6M | +17.9% | +16.9% | +1.1% | +11.6% |
| YTD | +16.6% | +15.4% | +1.3% | +10.6% |
| 1Y | +23.0% | +16.1% | +6.9% | +16.1% |
| 3Y | +92.9% | +85.7% | +7.2% | +52.5% |
| 5Y | +95.6% | +33.3% | +62.3% | +71.9% |
| All | +558.6% | +124.8% | +433.8% | +378.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling