+19.7%
KDP vs IBB
+42.1%
-22.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.8% | +2.0% |
| 7D | +8.2% | +0.8% | +7.4% | +8.0% |
| 30D | +18.4% | +5.2% | +13.2% | +17.0% |
| 3M | +29.2% | +8.6% | +20.6% | +26.7% |
| 6M | +32.3% | +27.8% | +4.4% | +24.9% |
| YTD | +38.5% | +28.8% | +9.7% | +30.2% |
| 1Y | +48.5% | +36.4% | +12.1% | +37.6% |
| 3Y | +32.5% | +89.3% | -56.9% | +12.4% |
| 5Y | +19.7% | +43.3% | -23.6% | +4.9% |
| All | +19.7% | +42.1% | -22.5% | +4.9% |
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