+9.7%
BKR vs IBB
+42.2%
-32.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.6% | -8.2% | -5.7% |
| 7D | -8.8% | +2.2% | -11.0% | -8.9% |
| 30D | -13.1% | +6.3% | -19.4% | -13.5% |
| 3M | -18.9% | +16.3% | -35.2% | -20.4% |
| 6M | -27.2% | +30.0% | -57.2% | -30.3% |
| YTD | +10.7% | +31.1% | -20.5% | +5.7% |
| 1Y | +9.7% | +42.0% | -32.3% | +2.0% |
| All | +9.7% | +42.2% | -32.5% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling