+149.7%
XBI vs KRE
+124.8%
+24.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -1.8% | -2.8% | -3.9% |
| 30D | -2.0% | -4.5% | +2.5% | -0.2% |
| 3M | +17.8% | +2.7% | +15.0% | +16.0% |
| 6M | +23.7% | +16.9% | +6.9% | +15.2% |
| YTD | +28.2% | +15.4% | +12.9% | +19.6% |
| 1Y | +64.0% | +16.1% | +47.9% | +52.0% |
| 3Y | +99.4% | +85.7% | +13.7% | +47.8% |
| 5Y | +19.3% | +33.3% | -13.9% | +1.1% |
| All | +149.7% | +124.8% | +24.9% | +43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling