+239.3%
KDP vs IBB
+139.6%
+99.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -1.9% | +0.1% |
| 7D | +0.3% | +2.7% | -2.4% | -0.4% |
| 30D | +16.3% | +6.3% | +10.0% | +14.3% |
| 3M | +24.0% | +11.1% | +12.9% | +20.1% |
| 6M | +30.0% | +29.2% | +0.7% | +20.6% |
| YTD | +36.1% | +30.2% | +5.9% | +25.6% |
| 1Y | +46.8% | +39.5% | +7.3% | +32.8% |
| 3Y | +30.5% | +92.3% | -61.9% | +6.4% |
| 5Y | +17.9% | +43.0% | -25.1% | +4.1% |
| 10Y | +239.3% | +137.1% | +102.2% | +153.8% |
| All | +239.3% | +139.6% | +99.6% | +153.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling