+317.7%
SOXL vs KRE
+16.5%
+301.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | -1.8% | +5.7% | +5.8% |
| 30D | -14.3% | -4.5% | -9.8% | -9.9% |
| 3M | -45.6% | +2.7% | -48.4% | -48.3% |
| 6M | +117.2% | +16.9% | +100.3% | +74.7% |
| YTD | +189.8% | +15.4% | +174.5% | +136.3% |
| 1Y | +317.7% | +16.1% | +301.7% | +254.5% |
| All | +317.7% | +16.5% | +301.2% | +254.5% |
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