+478.6%
SOXL vs KRE
+84.3%
+394.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | -1.8% | +5.7% | +6.5% |
| 30D | -14.3% | -4.5% | -9.8% | -8.2% |
| 3M | -45.6% | +2.7% | -48.4% | -49.2% |
| 6M | +117.2% | +16.9% | +100.3% | +67.2% |
| YTD | +189.8% | +15.4% | +174.5% | +126.4% |
| 1Y | +317.7% | +16.1% | +301.7% | +222.7% |
| 3Y | +478.6% | +85.7% | +392.9% | +185.1% |
| All | +478.6% | +84.3% | +394.4% | +185.1% |
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 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