+357.4%
SOXL vs KRE
+17.8%
+339.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +9.3% |
| 7D | +5.3% | +1.3% | +4.0% | +3.9% |
| 30D | -11.2% | -2.7% | -8.5% | -8.3% |
| 3M | -55.4% | +8.2% | -63.5% | -60.1% |
| 6M | +107.1% | +12.8% | +94.3% | +74.6% |
| YTD | +179.0% | +17.5% | +161.5% | +124.1% |
| 1Y | +357.4% | +16.6% | +340.8% | +291.2% |
| All | +357.4% | +17.8% | +339.6% | +291.2% |
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