+179.2%
BKR vs IBB
+17.1%
+162.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -6.2% |
| 7D | -6.7% | -5.2% | -1.4% | -4.9% |
| 30D | -8.3% | +1.5% | -9.8% | -8.9% |
| 3M | -5.4% | +22.1% | -27.5% | -12.5% |
| 6M | +0.8% | +17.7% | -16.9% | -5.7% |
| YTD | +31.8% | +20.2% | +11.7% | +22.3% |
| 1Y | +28.6% | +44.4% | -15.9% | +10.7% |
| 3Y | +71.2% | +61.1% | +10.1% | +40.3% |
| 5Y | +179.2% | +18.5% | +160.7% | +134.0% |
| All | +179.2% | +17.1% | +162.1% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling