+20,848.2%
SOXL vs KRE
+314.3%
+20,533.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +3.9% |
| 7D | +18.4% | -1.1% | +19.4% | +20.2% |
| 30D | -3.2% | -3.4% | +0.2% | +2.4% |
| 3M | -37.6% | +3.7% | -41.3% | -42.6% |
| 6M | +136.1% | +14.8% | +121.3% | +86.1% |
| YTD | +199.5% | +14.7% | +184.8% | +135.8% |
| 1Y | +363.2% | +16.0% | +347.2% | +256.8% |
| 3Y | +496.5% | +84.3% | +412.2% | +140.5% |
| 5Y | +184.8% | +30.9% | +154.0% | +135.7% |
| 10Y | +5,399.0% | +122.0% | +5,277.0% | +1,780.9% |
| All | +20,848.2% | +314.3% | +20,533.8% | +3,202.9% |
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