+7.6%
KDP vs IBB
+64.8%
-57.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +1.3% | +1.4% | -0.1% | +1.0% |
| 30D | +6.0% | +10.5% | -4.5% | +3.9% |
| 3M | +9.2% | +23.6% | -14.4% | +4.6% |
| 6M | +14.7% | +22.6% | -7.9% | +9.9% |
| YTD | +19.2% | +25.7% | -6.5% | +13.4% |
| 1Y | +15.2% | +51.4% | -36.2% | +4.8% |
| All | +7.6% | +64.8% | -57.2% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling