+83.1%
KEYS vs IBB
+20.0%
+63.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.1% |
| 7D | +2.9% | -3.9% | +6.8% | +5.9% |
| 30D | -1.3% | +2.7% | -4.0% | -4.1% |
| 3M | -0.1% | +21.4% | -21.5% | -15.2% |
| 6M | +17.4% | +20.1% | -2.7% | 0.0% |
| YTD | +62.9% | +21.9% | +41.0% | +37.2% |
| 1Y | +95.7% | +44.1% | +51.6% | +44.0% |
| 3Y | +150.2% | +63.4% | +86.8% | +65.9% |
| 5Y | +83.1% | +19.8% | +63.3% | +49.8% |
| All | +83.1% | +20.0% | +63.1% | +49.8% |
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