+177.6%
KEEL vs IBB
+51.5%
+126.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.6% |
| 7D | +7.8% | +1.4% | +6.3% | +5.8% |
| 30D | -11.7% | +10.5% | -22.2% | -22.7% |
| 3M | -41.5% | +23.6% | -65.1% | -57.6% |
| 6M | +54.9% | +22.6% | +32.3% | +14.6% |
| YTD | +47.7% | +25.7% | +22.0% | +4.8% |
| 1Y | +177.6% | +51.4% | +126.2% | +69.2% |
| All | +177.6% | +51.5% | +126.1% | +69.2% |
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 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