+695.1%
KKR vs IBB
+125.2%
+569.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.0% |
| 7D | -8.1% | -5.2% | -2.9% | -4.1% |
| 30D | -9.1% | +1.5% | -10.6% | -10.4% |
| 3M | +6.4% | +22.1% | -15.8% | -10.1% |
| 6M | +12.6% | +17.7% | -5.2% | -2.3% |
| YTD | -20.4% | +20.2% | -40.6% | -32.5% |
| 1Y | -27.1% | +44.4% | -71.5% | -47.0% |
| 3Y | +63.8% | +61.1% | +2.7% | +8.5% |
| 5Y | +67.6% | +18.5% | +49.1% | +39.9% |
| All | +695.1% | +125.2% | +569.9% | +354.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling