-45.3%
KEEL vs IBB
+42.2%
-87.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -6.9% |
| 7D | -13.6% | +2.2% | -15.8% | -15.5% |
| 30D | -39.1% | +6.3% | -45.5% | -42.7% |
| 3M | -48.9% | +16.3% | -65.2% | -57.4% |
| 6M | -35.4% | +30.0% | -65.4% | -55.4% |
| YTD | -10.6% | +31.1% | -41.8% | -39.3% |
| 1Y | -45.3% | +42.0% | -87.3% | -68.0% |
| All | -45.3% | +42.2% | -87.5% | -68.0% |
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