+47.7%
KDP vs IBB
+36.8%
+10.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.3% | +1.7% |
| 7D | +4.0% | -1.4% | +5.3% | +4.0% |
| 30D | +16.8% | +6.8% | +10.0% | +16.6% |
| 3M | +32.0% | +9.2% | +22.8% | +31.6% |
| 6M | +35.2% | +28.3% | +6.8% | +33.8% |
| YTD | +40.9% | +29.4% | +11.5% | +39.4% |
| 1Y | +47.7% | +33.2% | +14.5% | +46.0% |
| All | +47.7% | +36.8% | +10.9% | +46.0% |
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