+1,288.1%
KDP vs IBB
+736.5%
+551.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +1.8% |
| 7D | +4.5% | -3.6% | +8.1% | +5.6% |
| 30D | +18.5% | +3.4% | +15.1% | +17.1% |
| 3M | +20.8% | +9.5% | +11.3% | +17.0% |
| 6M | +29.4% | +23.3% | +6.1% | +20.4% |
| YTD | +35.9% | +24.5% | +11.4% | +25.7% |
| 1Y | +42.5% | +32.9% | +9.5% | +29.0% |
| 3Y | +29.4% | +76.6% | -47.2% | +5.7% |
| 5Y | +15.8% | +35.5% | -19.7% | +1.8% |
| 10Y | +236.5% | +156.7% | +79.7% | +128.1% |
| All | +1,288.1% | +736.5% | +551.6% | +312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling