+250.7%
TQQQ vs KRE
+84.3%
+166.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.4% | +2.4% |
| 7D | -1.9% | -1.8% | -0.1% | -0.2% |
| 30D | -4.9% | -4.5% | -0.4% | -0.7% |
| 3M | -6.4% | +2.7% | -9.1% | -9.3% |
| 6M | +44.4% | +16.9% | +27.5% | +23.5% |
| YTD | +35.2% | +15.4% | +19.8% | +16.2% |
| 1Y | +49.5% | +16.1% | +33.4% | +27.0% |
| 3Y | +250.7% | +85.7% | +165.0% | +117.8% |
| All | +250.7% | +84.3% | +166.4% | +117.8% |
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