+1,073.3%
XBI vs KRE
+148.5%
+924.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -3.6% | -1.1% | -2.6% | -3.2% |
| 30D | +0.9% | -3.4% | +4.2% | +2.3% |
| 3M | +21.4% | +3.7% | +17.7% | +19.1% |
| 6M | +25.5% | +14.8% | +10.7% | +17.6% |
| YTD | +30.8% | +14.7% | +16.2% | +22.2% |
| 1Y | +68.6% | +16.0% | +52.6% | +56.1% |
| 3Y | +103.9% | +84.3% | +19.7% | +50.7% |
| 5Y | +20.8% | +30.9% | -10.1% | +2.1% |
| 10Y | +164.0% | +122.0% | +42.0% | +62.6% |
| All | +1,073.3% | +148.5% | +924.8% | +536.5% |
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 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