+17.0%
KDP vs IBB
+37.5%
-20.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.0% |
| 7D | +2.2% | -1.8% | +4.0% | +2.5% |
| 30D | +19.9% | +5.1% | +14.9% | +18.6% |
| 3M | +21.5% | +10.7% | +10.8% | +18.6% |
| 6M | +30.1% | +22.9% | +7.2% | +23.9% |
| YTD | +34.9% | +26.7% | +8.2% | +27.3% |
| 1Y | +43.4% | +35.1% | +8.3% | +33.1% |
| 3Y | +29.1% | +80.2% | -51.1% | +10.8% |
| All | +17.0% | +37.5% | -20.5% | +2.9% |
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